Courses – CPE365

Improving Teamwork Using Agile Scrum Project Management – Live Webinar

Course Description 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 …

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Connecting the Network in Your Practice to the Internet – Live Webinar

Course Description 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 …

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Improving Writing Skills for CPAs – Live Webinar

Course Description 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 …

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Leading Effective Meetings for CPAs – Live Webinar

Course Description All practices consist of multiple individuals and groups working towards the success of the organization and their practice. To ensure that all employees are on the same page, meetings are sometimes required. There will be meetings consisting of only practitioners, others with only office members, and still other meetings that includes all employees …

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Auditing – Evaluation of Internal Controls – Live Webinar

Course Description Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This webinar will describe the importance of internal controls and the purpose of audit committee. This webinar will review the goals for internal controls and discuss the internal control framework used by most companies based …

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Comprehensive Coronavirus Legislation – Live Webinar

Course Description 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. This …

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Effective Listening Styles for CPAs – Live Webinar

Course Description 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 …

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Computer Privacy and Internet Security – Live Webinar

Course Description 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 …

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An Introduction to Agile Project Management – Live Webinar

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Information Security – Network Security for Internal Control Assurance – Live Webinar

Course Description Internal control requires that the information systems in a company are secure, reliable, and can be trusted. Cyberattacks and data breaches represent the greatest threat to most company’s today. Network Security for Internal Control Assurance is a webinar that will describe the importance of network security for all types of businesses and practices. This webinar …

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Audit Materiality and Risk Assessment – Live Webinar

Course Description Every audit requires planning. Audit planning requires evaluating materiality and risk. Both materiality and risk evaluation require judgement from the auditor because both concepts directly impact the auditor’s planned audit evidence. Materiality is important because the auditor provides assurance to financial statement users that the financial statements are free of material misstatements. This requires the auditor to …

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What is Agile and Why Use It? – Live Webinar

Course Description Agile is a very hot term that is being used today to describe everything from transforming a business to changing leadership styles. This presentation will define the term agile. This presentation will describe the four values for agile. This presentation will list and define the twelve agile principles. This presentation will identify different …

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Tax Implications of Cryptocurrency – Self Study Course

Course Description As cryptocurrency becomes more prevalent in our lives today, we must learn about the different implications that we might see as tax practitioners. This course is ideal for CPAs, EAs and other tax professionals. Learning Objectives At the end of this course, students will be able to: Discuss what constitutes blockchain and the …

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Schedule C of Form 1040 – Self Study Course

Course Description Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. Learning Objectives At the end of this course, students …

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Fundamentals of Income Taxation – Self Study Course

Course Description Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This course is ideal for CPAs, CFPs, EAs and other tax preparers. Learning Objectives At the …

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Love and Marriage – Self Study Course

Course Description This course will discuss steps to take to help each finance(e) learn about the other’s finances – the good, the bad, and the ugly. How to find the information about each other – with their permission and cooperation. And how to face and fix the problems we discover. Learning Objectives Upon successful completion …

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CARES Act: A Summary – Self Study Course

Course Description The CARES Act is officially known as The Coronavirus Aid, Relief, and Economic Security Act. The CARES Act was a 2.2 trillion economic stimulus bill passed by the U.S. Congress and signed into law by President Donald Trump on March 27, 2020. This is bill was in response to the economic fallout of …

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CARES Act Complete – Coronavirus Aid, Relief, and Economic Security Act – Self Study Course

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Consolidated Appropriations Act – Self Study Course

Course Description 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 …

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American Rescue Plan Act of 2021 – Self Study Course

Course Description The American Rescue Plan Act of 2021, also called the COVID-19 Stimulus Package, is a $1.9 trillion economic stimulus bill passed by the 117th United States Congress and signed into law by President Joe Biden on March 11, 2021. This act was passed to speed up the United States’ recovery from the economic …

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