Skip to main content

Professional Development and Event Catalog

Not finding the class you're looking for?

The circled number on the tabs below indicate the number of programs that match your search in each category. Click on the tabs to find the perfect program!

Showing 2275 All Results

Independence

Available Until Monday, April 1st, 2024

Online

4.00 Credits

Member Price: $125

Achieve independence Understand professional independence rules in the accounting profession and how these principles may apply to you. AICPA Code of Professional Conduct Recall the AICPA Code of Professional Conduct and how it applies to you and your business. AICPA independence standards Recognize the AICPA's independence rules and how to apply them to you and your relationships, as well as the rules for accepting and serving firm clients. SEC and PCAOB independence rules Understand the additional independence rules that apply when serving SEC and PCAOB clients.

Individual Damages Concepts and Calculations - Part 1 and 2

Available Until Monday, April 1st, 2024

Online

5.50 Credits

Member Price: $125

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants who calculate damages for individuals need to apply jurisdictional standards and guiding principles to what can be an emotional subject for the parties involved. Through narration by an industry subject matter expert and practical scenario-based exercises, this CPE course describes the types of damages an individual may experience and the scenarios in which damages are usually awarded. Each module contextualizes individual damages and the considerations used to calculate these damages. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. LEARNING OBJECTIVES Part 1: Recognize the context and types of matters where individual damages arise. Identify and apply the jurisdictional standards and guiding principles applicable to calculating damages involving individuals. Calculate lost earnings and lost fringe benefits. Part 2: Calculate damages involving individuals by applying the various considerations a practitioner may use to calculate individual damages.

Industry analysis and lifecycles

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $55

With a solid industry analysis,the business can better decide whether to enter, stay in, or leave an industry. The tools you will gain from this course will help you define where an industry is in its lifecycle, which can be used for applications such as determining the risk and reward ratio of a potential investment, or the making of strategic choices like diversification, market exit, market stimulation, and so on. Key topics Five Forces Model The Industry Lifecycle The external environment/ecosystem Gain experience with detailed exercises Using case studies, real-life scenarios, and exercises, this course gives you the necessary tools to collect and interpret data to analyse the organisational ecosystem and external environment to boost you onto the next step of your business journey. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Insurance Contracts and Needs Analysis

Available Until Monday, April 1st, 2024

Online

1.50 Credits

Member Price: $79

This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. There are several ways to calculate how risk should be addressed in a personal financial plan. Each of the various insurance products has its own unique set of calculations. In this audiovisual CPE course updated for the Tax Cuts and Jobs Act, Tom Tillery shows you how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money. In this regard, the personal financial planner occupies a singular position in the risk management process. The management of the economic risk of premature death and disability is critical to any personal financial planning engagement. For most clients, this is the greatest risk to their personal financial plan. As their personal financial planner, you are expected to be thoroughly knowledgeable in the life and disability areas. In this course, you will learn the various legal elements of the insurance policy, as well as other agreements that personal financial planners should have familiarity with, to best educate and serve your clients.

Integrating Investments with the Financial Plan

Available Until Monday, April 1st, 2024

Online

2.00 Credits

Member Price: $79

This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Demonstrate your value by coordinating your clients' advisers, a skill-set which will always be in demand and appreciated. In this self-study course narrated by Tom Tillery, you will learn how to simplify the roles of the various advisers and put the client at ease. Updated for the Tax Cuts and Jobs Act of 2017, this course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Intellectual Property Damages Concepts and Calculations - Part 1 and Part 2

Available Until Monday, April 1st, 2024

Online

5.50 Credits

Member Price: $115

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants who calculate intellectual property damages need to identify and recognize the various remedies of these damages and the laws governing the remedies. Intellectual property comes with its own valuation complexities, and calculating the damages surrounding intellectual property can also be complex. This course is narrated by an industry subject matter expert and includes practical scenario exercises. The two modules describe patents and other intellectual property, and the types of damages associated with this property type. Each module deep dives into the types of intellectual property, commonly used infringement damages and guidelines for these damages. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. LEARNING OBJECTIVES Part 1: Identify and understand the various remedies of damages associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Recognize the laws governing each available remedy of damages. Identify the issues and pitfalls associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Apply guidelines for calculating commonly used remedies of damages associated with each type of intellectual property. Part 2: Distinguish patents from other types of intellectual property. Identify examples of patents. Identify the laws governing patents. Compare the various types of damages associated with patent infringements. Apply guidelines for calculating commonly used infringement damages associated with patents.

Interest Rate Risk Management

Available Until Monday, April 1st, 2024

Online

1.50 Credits

Member Price: $59

Interest rate risk management This course introduces various risk management techniques that companies can use to minimise the financial impact of interest rate movements. In addition, it specifically focusses on the upside risk of interest rate movements and the techniques that allow companies to participate in the gain and minimise the downside risk. Value added topics: Interest rate risk Internal hedging External hedging Interest rate options and interest rate guarantees Derivative round up Interest rate swaps Learn through detailed exercises. The practical hands-on exercises use real-world examples such as case studies and scenarios, designed to give you the skills to evaluate business performance and gain a deeper understanding of various ways to improve business performance and align with organisation goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

International Tax Foundation

Available Until Monday, April 1st, 2024

Online

3.00 Credits

Member Price: $79

Define the systems. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S. International Tax: Core Concepts bundle. You must purchase the bundle to earn the digital badge. This course covers U.S. international tax fundamentals, beginning with defining tax systems employed around the world. Featuring an introduction of the concepts of inbound and outbound taxation, this course provides you with a baseline of residency concepts, foreign tax credits, entity classifications, and different types of income. Also covered are such key fundamental concepts as income sourcing, withholding taxes, tax treaties, and transfer pricing.

International Tax Transactions I

Available Until Monday, April 1st, 2024

Online

2.00 Credits

Member Price: $69

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S. International Tax: Advanced Issues bundle. You must purchase the bundle to earn the digital badge. The CPE self-study course focuses on the international tax implications cross-border Sections 367 and inversion transactions. Ratings an

International Tax Transactions II

Available Until Monday, April 1st, 2024

Online

2.50 Credits

Member Price: $69

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S. International Tax: Advanced Issues bundle. You must purchase the bundle to earn the digital badge. The CPE self-study course focuses on the international tax implications under Section 367 in Sections 351 and 332 transactions (outbound/inbound) including: the need for Gain Recognition Agreements calculation of the all Earnings and Profits (E&P) inclusion impact from Section 367(d).

International Taxation: Inbound Transactions

Available Until Monday, April 1st, 2024

Online

6.00 Credits

Member Price: $129

The detailed rules you need. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S.International Tax: Inbound and Outbound Transactions bundle. You must purchase the bundle to earn the digital badge. This CPE self-study course covers effectively connected income (ECI), branch profits tax (BPT), branch level interest tax, and 1120-F with treaty-based form compliance in more detail with computational examples. It then covers detailed rules regarding sourcing, withholding tax (WHT), Foreign Account Tax Compliance Act (FATCA), and the associated compliance with examples. Finally, it covers the definition of a U.S. Real Property Interest (USRPI) and U.S. Real Property Holding Corporation (USRPHC), the applicability of the Foreign Investment in U.S. Real Property Tax Act of 1980 (FIRPTA) to certain transactions and the exceptions, and the FIRPTA withholding rules (and exceptions).

International Taxation: Outbound Transactions

Available Until Monday, April 1st, 2024

Online

5.50 Credits

Member Price: $99

Build a solid foundation. This self-study online course is part of the U.S. International Tax Certificate, a comprehensive learning program geared to help global finance and accounting professionals navigate the highly complex world of international taxation. This course can be purchased individually or as part of the U.S.International Tax: Inbound and Outbound Transactions bundle. You must purchase the bundle to earn the digital badge. This CPE self-study course covers the other major areas of U.S. international tax reform such as dividends received deduction (DRD), Global Intangible Low-Taxed Income (GILTI), Base Erosion and Anti-abuse Tax (BEAT), Foreign-Derived Intangible Income (FDII), and Section 965. It then details Section 956, investment in U.S. property by a Controlled Foreign Corporation (CFC). Finally, it covers Section 959, previously taxed income. Discussion will also focus on general operating rules, consequences of previously taxed income ( PTI) distributions, and successor rules. Finally, this module will cover section 1248 applicability in bother taxable and non-taxable transactions with examples.

Interpreting and Analyzing Financial Statements: Not-for-Profit Financial Reporting

Available Until Monday, April 1st, 2024

Online

2.00 Credits

Member Price: $75

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Financial Reporting track. Identifying mission-critical information in a not-for-profit (NFP) organization's financial statements is vital to analyzing an NFP's health and making plans. Ratio analysis and other methods are tools that can be used to make informed, strategic decisions regarding cash flow management, resource allocation, and investment in capacity-building activities to more effectively and efficiently achieve an NFP's mission. This CPE course offers you detail-rich examples and case studies that will help you understand how financial statements interrelate, identify potential red flags within a set of NFP financial statements, and perform strategic analysis. Included in the course resources are various financial statement examples and common ratios used in analyzing NFP financial statements. Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

Introduction to Budgeting and Planning

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $59

Start preparing an operational budget. The course explores the budgeting tool that helps managers for planning, controlling, and forecasting. By focussing on key steps in the budgeting process, you can recognize budgeting concepts and components and identify the trends and variations to meet your target. ### Value added topics: Budgeting process Operational budget Forecast sales volume Gain experience with detailed exercises. The practical hands-on exercise uses real-world examples. They are designed to provide you with real-world knowledge on how to apply daily cost accounting principles. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Introduction to Business Acquisitions - Tax Staff Essentials

Available Until Monday, April 1st, 2024

Online

11.00 Credits

Member Price: $229

Save when you buy the complete Tax Staff Essentials, Level 3 online bundle. Learn about taxes for business acquisition. Learn skills to offer tax advice to a client or employer who is considering buying or selling a business. Learn about the most common types of business acquisitions and the necessary tax-related skills. In addition to a thorough overview of buying and selling, including guidance on due diligence procedures and best practices, you will learn how to properly calculate, document, and value a business acquisition transaction.

Introduction to Business Valuation

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $55

Creating and managing value Financial management is fundamentally about creating and managing value, the importance of what "value" is, and knowing what drives it. This course focuses on commonly used approaches for arriving at values that will form the basis of negotiation. In addition to valuation methods, you will understand the importance of gathering a deep understanding of the organization's industry, technology, business environment, customers, competitors, synergies, current major stakeholders, and the rationale for selling or the reluctance to sell and how all these factors come into play when arriving at valuations. Value added topics Valuation using cash flows Advantages and disadvantages of cash-based techniques Forecast dividends without constant growth Gain experience with detailed exercises The practical hands-on exercise is designed to teach you how to value a business and get a deeper understanding of the variables in business valuation to help you make the right decisions. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Introduction to Cost Accounting

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $59

What does it cost for future success? Discover the tool that provides information on how to better understand costs in your business. Be able to make distinctions between the different types of costs and how they behave with different activity levels. You can recognize these quick cost accounting techniques as a value-added enhancing tool. Acquire new skills to demonstrate proficiency in cost accounting: Rationales for costing Appropriate costing for decision making Direct and indirect costs Cost behaviour and cost drivers Variable and fixed costs Gain experience with detailed exercises. The practical hands-on exercise uses real-world examples and are designed to give you real-world knowledge on how to apply daily cost accounting principles. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Introduction to Data Analytics with Excel Power Query

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $35

In the accounting profession, dealing with data is life. Doing it efficiently and effectively are skill differentiators. Power Query, part of Microsoft Power BI suite, is indispensable for extracting, transforming and loading data (the "ETL"; of the commonly referred to ETLR). In this session, we will explore the basics of the Power Query add-in - extracting, transforming and preparing data for analysis.

Introduction to Form 990: Not-for-Profit Tax Compliance

Available Until Monday, April 1st, 2024

Online

2.50 Credits

Member Price: $75

This CPE course is included in the comprehensive Not-for-Profit Certificate I Program. It can also be purchased individually or as a part of the Not-for-Profit Tax Compliance track. Most tax-exempt, not-for-profits (NFPs) are required to file an annual information return Form 990, which is filed with the IRS and available to the public. Accurate and complete reporting of the Form 990 is critical, not only to maintain an NFP's tax-exempt status, but also to uphold the organization's reputation and its ability to raise funds from donors, members or other supporters. Some of the most heavily scrutinized sections of the Form 990 include the questions regarding an NFP's governance practices, such as the composition of the entity's board of directors, its executive compensation practices, and disclosure of organizational policies. In this CPE course, you will learn the fundamentals of the Form 990 series of returns, including the basic financial and non-financial information necessary for preparing a complete and accurate return. Topics in this course include the structure of the core Form 990 and related schedules, adjustments to reconcile the Form 990 to an entity's financial statements, and common errors that should be avoided.

Introduction to Long-Term Finance

Available Until Monday, April 1st, 2024

Online

1.00 Credits

Member Price: $55

Long-term financing options Long-term finance is required to meet the long-term investment plans of an organisation to be able to operate over time. Gain the knowledge of different long-term financing options available through this course. Acquire new skills to demonstrate your proficiency Foreign currency transactions Financial statement presentation Ordinary and preference shares Long-term finance options and risk Gain practical experience The practical hands-on exercise uses real-world examples, designed to give accounting and finance professionals real-world knowledge and an understanding of how long-term financing operates. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.