2023 Courses

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: 2023 Courses

CPE Hours: 4

The U.S has been met with unprecedented challenges during the Coronavirus pandemic. Over the course of 2020 and 2021, three major spending bills were enacted into law that were meant to provide aid to individuals, companies, and industries that were affected by the various changes and restrictions onset by the Coronavirus pandemic. Those bills were the American Rescue Plan Act, the Consolidated Appropriations Act, and the CARES Act. This course will provide an overview of these three bills that were meant to address the hardships caused by the coronavirus pandemic. This course will also provide a detailed look into the latest bill enacted from the three, the American Rescue Plan Act, and how that bill has affected the wider tax landscape within the U.S.

Field of Study: 2023 Courses

CPE Hours: 10

Computer Privacy and Internet Security is a CPE webinar that will help all practitioners keep confidential client data safe and the data of the practice safe. This webinar will define the terms malware, computer virus, computer worms, Trojan horse, spyware, adware and describe how they are used to compromise data. This webinar will describe the function and importance of a network firewall and personal firewall. This webinar will discuss the function of antivirus and anti-spyware software. Finally, this webinar will discuss the importance of safe web surfing and e-mail techniques.

Field of Study: 2023 Courses

CPE Hours: 2

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

Connecting the Network in Your Practice to the Internet is a CPE webinar that will describe how to securely connect the network in your practice to the Internet. This webinar will describe the protocols that are required to connect and share information on the Internet and describe how each station on a private LAN obtains an IP address. This webinar will describe the network devices required to connect to the Internet. Finally, this webinar will describe different broadband technologies that can be used for connecting to the Internet.

Field of Study: 2023 Courses

CPE Hours: 2

The Consolidated Appropriations Act, 2021 (H.R. 133) was a $2.3 trillion spending bill that combines $900 billion in stimulus relief for the COVID-19 pandemic in the United States with a $1.4 trillion omnibus spending bill for the 2021 federal fiscal year (combining 12 separate annual appropriations bills) and prevents a government shutdown.) It is a follow-on to both the CARES Act and Paycheck Protection Program passed in the spring of 2020.

Field of Study: 2023 Courses

CPE Hours: 3

Cross Border Transactions is a course that will review the topic of cross border transactions. This is a topic that is applicable for business entities doing business in multiple countries. This course will identify the different types of business entities that are likely to have cross border transactions. This course will define the tax impact on foreign revenue and discuss the importance of tax planning. This course will highlight the potential audit risks involved with cross border transactions. This course will discuss the role of competent authority and different methods that can be used to reduce audit risk. Finally, this course will discuss the types of contemporaneous documentation needed when conducting business across borders.

Field of Study: 2023 Courses

CPE Hours: 2

A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws.  In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules from the AICPA Code of Professional Conduct, and the Delaware Statues, Administrative Rules and Code of Professional Conduct.  These sources govern the practice and responsibilities of Delaware CPAs. It concludes with a section on how a CPA can put his or her ethics into action.

Field of Study: 2023 Courses

CPE Hours: 4

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project.

Duties When Managing a Project is a webinar that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project.

Field of Study: 2023 Courses

CPE Hours: 2.5

CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these types of services, the project managers or individual practitioners can view each of these tasks as a project.

Duties when managing a project is a course that will describe the business and management duties that must be performed by the project manager or the practitioner leading the project.

Field of Study: 2023 Courses

CPE Hours: 4

Working with clients requires all practitioners to be able to communicate effectively. Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs. This course will define the communication process and describe the two parts to every message. This course describes four communication styles. Each communication style will be defined in the following areas: the intention of using it, typical mood when used, nonverbal cues associated with it and verbal cues associated with it. This course includes numerous exercises to apply this information. 

Field of Study: 2023 Courses

CPE Hours: 2

Communication is a crucial skill for all CPAs. Practitioners must be able to actively communicate with both the people they work around, as well as their clients. A key component to communication is being able to effectively listen to others while leading and working as a team. Effective Listening Styles for CPAs is a webinar that will define different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.

Field of Study: 2023 Courses

CPE Hours: 1.5

Communication is a crucial skill for all CPAs. Practitioners must be able to actively communicate with both the people they work around, as well as their clients. A key component to communication is being able to effectively listen to others while leading and working as a team. Effective Listening Styles for CPAs is a training course that will define different listening styles and skills that can be used by practice owners and practitioners to improve practice communications with office staff members and their clients.

Field of Study: 2023 Courses

CPE Hours: 2

In order to better manage and control the relationships within a practice, all practitioners must be emotionally regulated and practice good judgement. Emotional Intelligence is an important skill that should be used by all practice owners and practitioners. How we handle our emotions will have a direct impact on how well we handle problems encountered during a workday. Emotional intelligence will have a direct impact, either positive or negative, when delivering services to your clients. This course will describe how both practice owners and individual practitioners can use emotional intelligence to successfully lead their practice, work more effectively with office staff, and to deliver professional services to clients.

Field of Study: 2023 Courses

CPE Hours: 4

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2022.

Field of Study: 2023 Courses

CPE Hours: 5

Estate taxes are one of the taxes covered by the IRS’s unified transfer tax system. Estate taxes are designed to collect taxes from transferring property at death. Proper planning can save a substantial amount of money in taxes. This course will discuss estate planning and estate taxes. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course has been updated to reflect all current changes to tax law and amounts for 2023.

Field of Study: 2023 Courses

CPE Hours: 6

The IRS has a unified wealth transfer taxation system to ensure that any assets transferred my means of gifts, deaths, and gifts that skip a generation are taxed accordingly. This course will discuss estate planning and estate taxes, gift taxes, and generation-skipping transfer taxes in detail. This course will describe the tools that are available for estate planning and will define the benefits of using each tool. This course will describe how to identify what is included in the gross estate and demonstrate how to calculate the gross estate amounts. This course will also identify the conditions under which filing a gift tax return is required. Finally, this course will identify and discuss the different types of generation-skipping transfers and how each are taxed by the IRS. This course has been updated to reflect all current changes to tax law and amounts for 2023.

Field of Study: 2023 Courses

CPE Hours: 8

Professionals such as Enrolled Agents are required to make ethical decisions daily when performing the duties of their practice.  Ethical decisions are influenced by many different factors, such as culture, motivation, power, and others.  This training course will describe some of the ethical considerations that influence the decision making process through the lens of Circular 230.

Field of Study: 2023 Courses

CPE Hours: 2

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services they provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services they provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services they provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services they provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.

This course will identify the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Finally, this course will describe what must be included and what must be excluded from an audit report.

Field of Study: 2023 Courses

CPE Hours: 3

Fraud Auditing is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: 2023 Courses

CPE Hours: 2

In every audit, the auditor is required to specifically assess the risk of material misstatement of the financial statements due to fraud. Fraud auditing is a course that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This course describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This course focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This course also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: 2023 Courses

CPE Hours: 2

Fraud Auditing Part 1 is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: 2023 Courses

CPE Hours: 1

Fraud Auditing Part 2 is a CPE webinar that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This webinar describes the way auditors gather information to assess fraud risk in every audit and develop appropriate responses to identified fraud risks, after considering the effectiveness of management's antifraud programs and controls. This webinar focuses on the typical fraud techniques and highlights areas that are subject to greater risk of fraud. Once the auditor suspects fraud, it is their responsibility to gather additional evidence, often through inquiry. This webinar also describes the auditor’s responsible for making certain communications about suspected or detected fraud to senior management and the audit committee.

Field of Study: 2023 Courses

CPE Hours: 1

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2023. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios when filing a gift tax return is required.

Field of Study: 2023 Courses

CPE Hours: 3

Gifts are a commonly used method to reduce the amount of estate taxes owed. This course has been updated to reflect all current changes to tax law as practitioners prepare returns in 2023. This course will explore the topic of gift taxes. It will explain when gifts are free of tax liability and identify various scenarios where filing a gift tax return is required.

Field of Study: 2023 Courses

CPE Hours: 3

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.

This course will describe when the Yellow Book standards must be applied. This course will identify the categories of requirements that GAGAS uses to describe the degree of responsibility imposed on auditors and audit organizations. This course will identify the ethical principles that guide the work of auditors who conduct engagements in accordance with GAGAS. Finally, this course will identify the individuals that have a role on an audit engagement.

Field of Study: 2023 Courses

CPE Hours: 3

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.

This course will describe when the Yellow Book standards must be applied. This course will identify the types of auditors and audit organizations that may employ GAGAS to conduct their work. This course will identify the categories of requirements that GAGAS uses to describe the degree of responsibility imposed on auditors and audit organizations.

Field of Study: 2023 Courses

CPE Hours: 2

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.

This course will identify the types of auditors and audit organizations that may employ GAGAS to conduct their work. This course will identify the categories of requirements that GAGAS uses to describe the degree of responsibility imposed on auditors and audit organizations. This course will identify the requirements for auditor communication. This course will identify the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Finally, this course will describe what must be included and what must be excluded from an audit report.

Field of Study: 2023 Courses

CPE Hours: 5

The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control.

This course will describe when the Yellow Book standards must be applied. This course will identify the types of auditors and audit organizations that may employ GAGAS to conduct their work. This course will identify the categories of requirements that GAGAS uses to describe the degree of responsibility imposed on auditors and audit organizations. This course will identify the ethical principles that guide the work of auditors who conduct engagements in accordance with GAGAS. This course will identify the individuals that have a role on an audit engagement. This course will Recognize the methods for selecting individuals of integrity who have the capacity to develop the competence and capabilities necessary to perform the audit organization’s work competently. This course will identify the requirements for auditor communication. This course will identify the three levels of service as identified by the AICPA. This course will identify the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Finally, this course will describe what must be included and what must be excluded from an audit report.

Field of Study: 2023 Courses

CPE Hours: 12

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

How to Avoid Accounting Malpractice is a course that will review the topic of malpractice and it will discuss negligence is the leading course of many lawsuits. This course will explain what constitutes reasonable practitioner behavior with reference to practice standards and common law. This course will describe many common pitfalls and actions that should be avoided in order to avoid being sued.

Field of Study: 2023 Courses

CPE Hours: 2

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

The Idaho State Board of Accountancy states that licensees seeking active license renewal must complete at least eighty (80) hours of qualifying education in the two calendar years immediately preceding the date the report is required. Of these eighty hours, four (4) hours must come from ethics. Of these four ethics CPE hours, two (2) hours must focus on Idaho state-specific ethics. Idaho Ethics: Accountancy Act and Accountancy Rules is a course that fulfills this requirement for Idaho CPAs. It is also sufficient for reinstatement or re-entry applicants for an active license before submitting their application. This course will cover the Idaho Accountancy Act as well as the Idaho Accountancy Rules.

Field of Study: 2023 Courses

CPE Hours: 2

CPAs are professionals that are required to make ethical decisions daily when performing their duties. Ethics are moral principles or values that tend to be unique to each individual and are used to shape decisions. Ethical standards are based on ethical principles. All CPAs are required to apply ethical principles to their practice and to the services that provide. This course identifies why it is crucial for all CPAs to practice ethics and to solve ethical dilemmas that they encounter. Part one of this course will identify the need for ethics in the CPA profession and the ethical principles that all CPAs are required to comply with when performing their duties. This course will review ethics rules, regulations, and entities that provide ethics enforcement for CPAs. Part 2 of this course will review the principles of the AICPA’s Code of Professional Conduct. It will identify when independence is considered to be impaired and define discreditable acts.

Field of Study: 2023 Courses

CPE Hours: 4

The role of the CPA in public practice or industry is to assist the client or management to operate more efficiently and effectively. Failures due to lack of effective controls negatively impact the reputation and image of any organization. This seminar will provide the participant with the information necessary to help assist clients/management in reducing these risks. This seminar covers a variety of useful techniques that are easy and inexpensive to implement but that have a positive impact on the bottom line.

Field of Study: 2023 Courses

CPE Hours: 8

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency is desired. This webinar will describe the Agile Extreme Programming project management methodology.

Agile XP project management is a methodology that applies agile project management process with values, principles, and practices.  This webinar will describe the agile project management approach and compare it to a traditional project management approach.  This webinar will describe the four values and twelve agile principles. XP stands for extreme programming. This webinar will describe how XP works and improves how project teams write software.  This webinar will explain the values, principles, and practices for XP.  This webinar will describe how projects are planned and executed using XP.  Finally, this webinar will describe how XP teams improve.

Field of Study: 2023 Courses

CPE Hours: 2

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency is desired. This course will describe the Agile Extreme Programming project management methodology.

Agile XP project management is a methodology that applies agile project management process with values, principles, and practices.  This course will describe the agile project management approach and compare it to a traditional project management approach.  This course will describe the four values and twelve agile principles. XP stands for extreme programming. This course will describe how XP works and improves how project teams write software.  This course will explain the values, principles, and practices for XP.  This course will describe how projects are planned and executed using XP.  Finally, this course will describe how XP teams improve.

Field of Study: 2023 Courses

CPE Hours: 4

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected. This webinar will describe the Agile Scrum project management methodology.

Agile Scrum project management is a methodology that applies agile project management processes with rules and values.   This webinar will describe the agile project management approach and compare it to a traditional project management approach.  This webinar will describe the four values and twelve agile principles.  This webinar will describe how Scrum works and the primary roles on a Scrum team.  This webinar will describe how projects are planned and executed using Scrum.  Finally, this webinar will describe how Scrum teams improve.

Field of Study: 2023 Courses

CPE Hours: 2.5

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected. This course will describe the Agile Scrum project management methodology.

Agile Scrum project management is a methodology that applies agile project management processes with rules and values.   This course will describe the agile project management approach and compare it to a traditional project management approach.  This course will describe the four values and twelve agile principles.  This course will describe how Scrum works and the primary roles on a Scrum team.  This course will describe how projects are planned and executed using Scrum.  Finally, this course will describe how Scrum teams improve.

Field of Study: 2023 Courses

CPE Hours: 4

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This webinar will describe the agile project management approach and compare it to a traditional project management approach. This webinar will describe the four values and twelve agile principles. This webinar will describe important Lean concepts to help a team to improve the way they work.  This webinar will also describe the process for identifying root cause of problems.  Finally, this webinar will identify the three wastes that constrain project workflow.

Field of Study: 2023 Courses

CPE Hours: 2

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This course will describe the Agile Kanban project management methodology.

Lean is an agile project management methodology for improving processes by eliminating waste. Lean is also used to improve work process and improve efficiencies. This course will describe the agile project management approach and compare it to a traditional project management approach. This course will describe the four values and twelve agile principles. This course will describe important Lean concepts to help a team to improve the way they work.  This course will also describe the process for identifying root cause of problems.  Finally, this course will identify the three wastes that constrain project workflow.

Field of Study: 2023 Courses

CPE Hours: 4

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This webinar will describe the Agile Kanban project management methodology.

Kanban is an agile method that focuses on process improvement to achieve greater efficiency and improve quality.  This webinar will provide an overview of the project quality management knowledge area.  This webinar will describe the purpose of Kanban and describe why it is used by agile project teams.  This webinar will also define the course principles of Kanban and describe how it would be implemented by project teams. 

Field of Study: 2023 Courses

CPE Hours: 3.5

Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases improvements to achieve greater efficiency and quality is desired. This course will describe the Agile Kanban project management methodology.

Kanban is an agile method that focuses on process improvement to achieve greater efficiency and improve quality.  This course will provide an overview of the project quality management knowledge area.  This course will describe the purpose of Kanban and describe why it is used by agile project teams.  This course will also define the course principles of Kanban and describe how it would be implemented by project teams. 

Field of Study: 2023 Courses

CPE Hours: 5

The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a webinar that will provide both an overview and guidance for improving writing skills. This webinar will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.

Field of Study: 2023 Courses

CPE Hours: 1

The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a course that will provide both an overview and guidance for improving writing skills. This course will illustrate the problems some practice owners and practitioners have with poor writing and provide suggestions for improving their written communication methods.

Field of Study: 2023 Courses

CPE Hours: 3