| Date |
Title |
Instructor |
CPE Credits |
| 02-06-12 |
The Accountant’s Guide to Leveraging the Google Suite |
|
Garrett Wasny |
1 |
| 02-06-12 |
The Entry-Level Accountant’s Guide to Success |
|
Larry L. Perry, CPA |
2 |
| 02-06-12 |
Filing Same-Sex Couples in Community Property States |
|
Karen Brosi |
2 |
| 02-07-12 |
Staff Training for New In-Charge Accountants No. 3—Risk Assessment Procedures |
|
Larry L. Perry, CPA |
2 |
| 02-07-12 |
Tax Ethics: Understanding IRS Circular 230 & Practice before the Internal Revenue Service |
|
Stuart Sobel |
4 |
| 02-07-12 |
2011-2012 8-Hour Federal & California Tax Update Session A |
|
Sharon Kreider Karen Brosi |
4 |
| 02-07-12 |
Individual Tax Update - Session 1 |
|
Vern Hoven |
4 |
| 02-07-12 |
2011-2012 8-Hour Federal & California Tax Update Session B |
|
Sharon Kreider Karen Brosi |
4 |
| 02-08-12 |
The Complete Guide to Fixed Asset Accounting |
|
Steven M. Bragg |
4 |
| 02-08-12 |
Federal & California Tax Update: Day 1, Session 1 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-08-12 |
Mathematics of Gifting & Inter Vivos Sales |
|
Robert Keebler |
1 |
| 02-08-12 |
AICPA Professional Ethics: A Practical Guide |
|
Bob Jennings |
2 |
| 02-08-12 |
Individual Tax Update - Session 2 |
|
Vern Hoven |
4 |
| 02-08-12 |
Federal & California Tax Update: Day 1, Session 2 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-09-12 |
The Rainmaker's Strategies for Successful Individuals |
|
Ed Robinson, CPA, CSP |
4 |
| 02-09-12 |
2011-2012 8-Hour Federal & California Tax Update Session B |
|
Sharon Kreider Karen Brosi |
4 |
| 02-09-12 |
Federal & California Tax Update: Day 2, Session 1 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-09-12 |
Business Tax Update - Session 1 |
|
Vern Hoven |
4 |
| 02-09-12 |
Key Accounting & Reporting Issues for Nonprofits-Expense Accounting |
|
Larry L. Perry, CPA |
2 |
| 02-09-12 |
2011-2012 8-Hour Federal & California Tax Update Session A |
|
Sharon Kreider Karen Brosi |
4 |
| 02-09-12 |
Federal & California Tax Update: Day 2, Session 2 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-10-12 |
Beyond the Handshake: Verbal & Nonverbal Communication in Business |
|
Lauren Solomon |
2 |
| 02-10-12 |
Business Tax Update - Session 2 |
|
Vern Hoven |
4 |
| 02-10-12 |
Beyond the Big Four: The Top Social Media Resources You Aren’t Using |
|
Garrett Wasny |
1 |
| 02-13-12 |
Using the DISC Personality Profile to Achieve Peak Business Development |
|
Ed Robinson, CPA, CSP |
1 |
| 02-13-12 |
Offers in Compromise & the IRS Audit Reconsideration Process |
|
Stuart Sobel |
2 |
| 02-13-12 |
Federal & California Tax Update: Day 1, Session 1 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-14-12 |
Individual Tax Update - Session 1 |
|
Vern Hoven |
4 |
| 02-14-12 |
2011-2012 8-Hour Federal & California Tax Update Session A |
|
Sharon Kreider Karen Brosi |
4 |
| 02-14-12 |
Federal & California Tax Update: Day 1, Session 2 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-14-12 |
Ethics & Professional Conduct for Florida CPAs |
|
Rod Redding |
4 |
| 02-14-12 |
Taxation of U.S. Citizens Living & Working Abroad |
|
D. Patrick Donahoe |
2 |
| 02-14-12 |
Cloud Technology: An Introduction |
|
Stephen M. Yoss, CPA |
2 |
| 02-14-12 |
2011-2012 8-Hour Federal & California Tax Update Session B |
|
Sharon Kreider Karen Brosi |
4 |
| 02-15-12 |
Budgeting: The Comprehensive Guide |
|
Steven M. Bragg |
4 |
| 02-15-12 |
The Accountant’s Guide to Balancing Personal & Professional Demands |
|
Larry L. Perry, CPA |
2 |
| 02-15-12 |
Federal & California Tax Update: Day 2, Session 1 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-15-12 |
Staff Training for New In-Charge Accountants Series No. 5—Modifying Audit Programs |
|
Larry L. Perry, CPA |
2 |
| 02-15-12 |
Deciphering Single Audit Act A-133 |
|
Leita Hart-Fanta |
3 |
| 02-15-12 |
Individual Tax Update - Session 2 |
|
Vern Hoven |
4 |
| 02-16-12 |
Business Tax Update - Session 1 |
|
Vern Hoven |
4 |
| 02-16-12 |
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 1 |
|
Frank Crawford |
3 |
| 02-16-12 |
2011-2012 8-Hour Federal & California Tax Update Session B |
|
Sharon Kreider Karen Brosi |
4 |
| 02-16-12 |
Federal & California Tax Update: Day 2, Session 2 |
|
Sharon Kreider Karen Brosi |
4 |
| 02-16-12 |
Google Power Search Tools for Accountants |
|
Garrett Wasny |
1 |
| 02-16-12 |
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 2 |
|
Frank Crawford |
3 |
| 02-16-12 |
2011-2012 8-Hour Federal & California Tax Update Session A |
|
Sharon Kreider Karen Brosi |
4 |
| 02-17-12 |
Competitive Negotiation Tactics: Your Strategic Tool Box |
|
George Lucas Don Hutson |
4 |
| 02-17-12 |
The Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 02-17-12 |
Business Tax Update - Session 2 |
|
Vern Hoven |
4 |
| 02-20-12 |
Health Care Reform: How It Will Impact Individuals & Companies Session 1 |
|
Dennis Gerschick |
3 |
| 02-21-12 |
Payroll Best Practices |
|
Steven M. Bragg |
2 |
| 02-21-12 |
Health Care Reform: How It Will Impact Individuals & Companies Session 2 |
|
Dennis Gerschick |
2 |
| 02-21-12 |
Staff Training for New In-Charge Accountants Series No.4—Internal Control &Audit Strategies |
|
Larry L. Perry, CPA |
2 |
| 02-22-12 |
Investing in Your CPA Firm: Strategies for the Entry-Level Accountant |
|
Larry L. Perry, CPA |
2 |
| 02-22-12 |
Effective Strategies for Collaborative Negotiation |
|
Don Hutson George Lucas |
4 |
| 02-22-12 |
Google is Not Enough for Accountants |
|
Garrett Wasny |
1 |
| 02-22-12 |
Ethics, Leadership & the Role of the CPA |
|
Francis X. Ryan |
4 |
| 02-23-12 |
Voluntary Disclosure: Tax Consequences of Offshore Investments |
|
D. Patrick Donahoe |
2 |
| 02-23-12 |
Information Security & the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 02-24-12 |
Branding Your CPA Firm for Market Awareness & Profits |
|
David Tyreman |
4 |
| 02-24-12 |
Beyond the Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 02-27-12 |
Google Promotion & Business Tools for Accountants |
|
Garrett Wasny |
1 |
| 02-28-12 |
Moving Your Firm to the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 02-28-12 |
CSI for CPAs: Analyzing Actual Fraud Cases-Session 1 |
|
David W. Holt |
4 |
| 02-28-12 |
Improving Collaboration & Communications with the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 02-29-12 |
Tax Answers for Your Real Estate Questions |
|
Vern Hoven Sharon Kreider |
2 |
| 02-29-12 |
Using Cost Accounting to Evaluate Expenses & Drive Profits |
|
Steven M. Bragg |
4 |
| 03-01-12 |
Staff Training for New In-Charge Accountants Series No. 6 —Making Materiality and Sampling Decisions |
|
Larry L. Perry, CPA |
2 |
| 03-01-12 |
CSI for CPAs: Analyzing Actual Fraud Cases-Session 2 |
|
David W. Holt |
4 |
| 03-02-12 |
Using YouTube for Marketing, Recruiting & Professional Development |
|
Garrett Wasny |
1 |
| 03-05-12 |
Payroll Best Practices |
|
Steven M. Bragg |
2 |
| 03-05-12 |
Social Media Case Studies for Accountants |
|
Garrett Wasny |
1 |
| 03-06-12 |
Profiting from Accounting Services & Compilation Engagements |
|
Larry L. Perry, CPA |
2 |
| 03-06-12 |
Ethics & Professional Conduct for Oregon CPAs |
|
Rod Redding |
4 |
| 03-06-12 |
Information Security & the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 03-07-12 |
Internal Controls Documentation & Testing in Today's World Session 1 |
|
Dennis Dycus |
3 |
| 03-07-12 |
Taxation of U.S. Citizens Living & Working Abroad |
|
D. Patrick Donahoe |
2 |
| 03-08-12 |
Online Efficiency Tools and Tips for Accountants |
|
Garrett Wasny |
1 |
| 03-08-12 |
Internal Controls Documentation & Testing in Today's World Session 2 |
|
Dennis Dycus |
2 |
| 03-08-12 |
Tax Ethics: Understanding IRS Circular 230 & Practice before the Internal Revenue Service |
|
Stuart Sobel |
4 |
| 03-09-12 |
Staff Training for New In-Charge Accountants Series No.7—Reviewing and Completing Engagements |
|
Larry L. Perry, CPA |
2 |
| 03-12-12 |
Using Cost Accounting to Evaluate Expenses & Drive Profits |
|
Steven M. Bragg |
4 |
| 03-12-12 |
Negotiating & Structuring Business Deals |
|
Dennis Gerschick |
4 |
| 03-13-12 |
Critical Performance Measures: Essential Tools for Gauging Success |
|
Francis X. Ryan |
4 |
| 03-13-12 |
Voluntary Disclosure: Tax Consequences of Offshore Investments |
|
D. Patrick Donahoe |
2 |
| 03-13-12 |
The Rainmaker's Strategies for Future Leaders |
|
Ed Robinson, CPA, CSP |
4 |
| 03-14-12 |
Ethics & Professional Conduct for Florida CPAs |
|
Rod Redding |
4 |
| 03-14-12 |
Solving Common Accounting & Disclosure Problems: Session 1 |
|
David W. Holt |
4 |
| 03-14-12 |
LinkedIn for Accountants: Professional Social Networking & More |
|
Garrett Wasny |
1 |
| 03-15-12 |
Effective Strategies for Collaborative Negotiation |
|
George Lucas Don Hutson |
4 |
| 03-15-12 |
Solving Common Accounting & Disclosure Problems: Session 2 |
|
David W. Holt |
4 |
| 03-15-12 |
Budgeting: The Comprehensive Guide |
|
Steven M. Bragg |
4 |
| 03-15-12 |
Understanding & Documenting Accounting & Internal Control Systems |
|
Larry L. Perry, CPA |
2 |
| 03-16-12 |
Staying on Top of Your Inbox |
|
Laura Stack |
2 |
| 03-19-12 |
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 1 |
|
Frank Crawford |
3 |
| 03-19-12 |
The Principles of Happy Cash Flow |
|
Leita Hart-Fanta |
2 |
| 03-19-12 |
America's Financial Implosion Session 1 |
|
Dennis Gerschick |
3 |
| 03-20-12 |
Improving Collaboration & Communications with the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 03-20-12 |
The Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 03-20-12 |
The Complete Guide to Fixed Asset Accounting |
|
Steven M. Bragg |
4 |
| 03-21-12 |
Competitive Negotiation Tactics: Your Strategic Tool Box |
|
George Lucas Don Hutson |
4 |
| 03-21-12 |
State & Local Governmental Accounting (GASB): The Hits from Coast to Coast Session 2 |
|
Frank Crawford |
3 |
| 03-21-12 |
America's Financial Implosion Session 2 |
|
Dennis Gerschick |
2 |
| 03-22-12 |
Staff Training for New In-Charge Accountants Series No.8—Performing Compilation& Review Engagements |
|
Larry L. Perry, CPA |
2 |
| 03-22-12 |
AICPA Professional Ethics: A Practical Guide |
|
Bob Jennings |
2 |
| 03-22-12 |
Facebook for Accountants & Other Financial Professionals |
|
Garrett Wasny |
1 |
| 03-27-12 |
Ethics, Leadership & the Role of the CPA |
|
Francis X. Ryan |
4 |
| 03-27-12 |
Beyond the Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 03-27-12 |
Moving Your Firm to the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 03-28-12 |
Anatomy of a Negotiation: Reaching Agreements with Creativity & Flexibility |
|
George Lucas Don Hutson |
4 |
| 03-28-12 |
Beyond the Big Four: The Top Social Media Resources You Aren’t Using |
|
Garrett Wasny |
1 |
| 03-28-12 |
Payroll Best Practices |
|
Steven M. Bragg |
2 |
| 03-29-12 |
Successfully Performing First Audit Assignments |
|
Larry L. Perry, CPA |
2 |
| 04-03-12 |
Compilation & Review – Session 1 |
|
Bob Jennings |
4 |
| 04-03-12 |
Google Power Search Tools for Accountants |
|
Garrett Wasny |
1 |
| 04-04-12 |
Creating & Enhancing the Value of a Business |
|
Dennis Gerschick |
4 |
| 04-04-12 |
Financial & Accounting Decision Making in a Slowly Recovering Economy |
|
Francis X. Ryan |
4 |
| 04-05-12 |
Mastering Personal Productivity |
|
Laura Stack |
2 |
| 04-06-12 |
Clear the Clutter: Organizing Your Office & Your Life |
|
Laura Stack |
2 |
| 04-06-12 |
Using YouTube for Marketing, Recruiting & Professional Development |
|
Garrett Wasny |
1 |
| 04-10-12 |
The Six Cs of Credit: How a Banker Decides if You Get a Loan |
|
Linda Keith |
1 |
| 04-11-12 |
Cloud Technology: An Introduction |
|
Stephen M. Yoss, CPA |
2 |
| 04-11-12 |
Compilation & Review – Session 2 |
|
Bob Jennings |
4 |
| 04-11-12 |
Using the DISC Personality Profile to Achieve Peak Business Development |
|
Ed Robinson, CPA, CSP |
1 |
| 04-12-12 |
Key Considerations for Start-Up & Early-Stage Companies |
|
Dennis Gerschick |
4 |
| 04-12-12 |
The Accountant’s Guide to Leveraging the Google Suite |
|
Garrett Wasny |
1 |
| 04-13-12 |
Anatomy of a Negotiation: Reaching Agreements with Creativity & Flexibility |
|
George Lucas Don Hutson |
4 |
| 04-13-12 |
Damage Control: Minimizing Business Setbacks |
|
Linda Keith |
1 |
| 04-17-12 |
Ethics, Leadership & the Role of the CPA |
|
Francis X. Ryan |
4 |
| 04-17-12 |
Staff Training for New In-Charge Accountants Series No. 1—Foundational Knowledge |
|
Larry L. Perry, CPA |
2 |
| 04-17-12 |
The Principles of Happy Cash Flow |
|
Leita Hart-Fanta |
2 |
| 04-18-12 |
CSI for CPAs: Analyzing Actual Fraud Cases-Session 1 |
|
David W. Holt |
4 |
| 04-18-12 |
The Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 04-18-12 |
2012 Nonprofit Tax Update |
|
Stuart Sobel |
2 |
| 04-19-12 |
Deciphering Single Audit Act A-133 |
|
Leita Hart-Fanta |
3 |
| 04-19-12 |
Staff Training for New In-Charge Accountants Series No. 2—Audit Planning |
|
Larry L. Perry, CPA |
2 |
| 04-20-12 |
Moving Your Firm to the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 04-20-12 |
LinkedIn for Accountants: Professional Social Networking & More |
|
Garrett Wasny |
1 |
| 04-24-12 |
Beyond the Basics: Creating Shareholder Value Using Free Cash Flow & Economic Profit |
|
Richard Malekian |
3 |
| 04-24-12 |
CSI for CPAs: Analyzing Actual Fraud Cases-Session 2 |
|
David W. Holt |
4 |
| 04-25-12 |
America's Financial Implosion Session 1 |
|
Dennis Gerschick |
3 |
| 04-25-12 |
Staff Training for New In-Charge Accountants No. 3—Risk Assessment Procedures |
|
Larry L. Perry, CPA |
2 |
| 04-25-12 |
Challenges for the CFO/Controller through 2015: The Changing Role |
|
Francis X. Ryan |
4 |
| 04-26-12 |
Internal Controls Documentation & Testing in Today's World Session 1 |
|
Dennis Dycus |
3 |
| 04-26-12 |
Branding & YOU |
|
David Tyreman |
4 |
| 04-27-12 |
Beyond the Handshake: Verbal & Nonverbal Communication in Business |
|
Lauren Solomon |
2 |
| 04-27-12 |
Beyond the Big Four: The Top Social Media Resources You Aren’t Using |
|
Garrett Wasny |
1 |
| 04-30-12 |
Take Control: Managing Your Time, Priorities & Schedule |
|
Laura Stack |
2 |
| 05-01-12 |
Budgeting: The Comprehensive Guide |
|
Steven M. Bragg |
4 |
| 05-01-12 |
Internal Controls Documentation & Testing in Today's World Session 2 |
|
Dennis Dycus |
2 |
| 05-02-12 |
America's Financial Implosion Session 2 |
|
Dennis Gerschick |
2 |
| 05-02-12 |
Key Accounting & Reporting Issues for Nonprofits: Introduction |
|
Larry L. Perry, CPA |
2 |
| 05-03-12 |
Introduction to Estate Planning |
|
Art Werner |
4 |
| 05-03-12 |
AICPA Professional Ethics: A Practical Guide |
|
Bob Jennings |
2 |
| 05-03-12 |
Staff Training for New In-Charge Accountants Series No.4—Internal Control &Audit Strategies |
|
Larry L. Perry, CPA |
2 |
| 05-04-12 |
Basic Financial Statement Analysis: Balance Sheets, Income Statements, & Cash Flow |
|
Linda Keith |
2 |
| 05-04-12 |
Depreciation & Amortization Made Easy |
|
Bob Jennings |
2 |
| 05-07-12 |
Effective Strategies for Collaborative Negotiation |
|
George Lucas Don Hutson |
4 |
| 05-07-12 |
Distribution Strategies to Last a Lifetime |
|
Robert Keebler |
2 |
| 05-08-12 |
Staff Training for New In-Charge Accountants Series No. 5—Modifying Audit Programs |
|
Larry L. Perry, CPA |
2 |
| 05-08-12 |
The Ins & Outs of S Corporations |
|
Bob Jennings |
4 |
| 05-08-12 |
Cloud Technology: An Introduction |
|
Stephen M. Yoss, CPA |
2 |
| 05-08-12 |
Intermediate Financial Statement Analysis: Ratios, Trends, & Comparisons |
|
Linda Keith |
2 |
| 05-09-12 |
Board Governance Issues: Consulting for the Nonprofit Organization |
|
Stuart Sobel |
4 |
| 05-09-12 |
Facebook for Accountants & Other Financial Professionals |
|
Garrett Wasny |
1 |
| 05-09-12 |
Key Accounting & Reporting Issues for Nonprofits-Expense Accounting |
|
Larry L. Perry, CPA |
2 |
| 05-10-12 |
Critical Performance Measures: Essential Tools for Gauging Success |
|
Francis X. Ryan |
4 |
| 05-10-12 |
Intermediate Estate Planning: A Visualized Approach |
|
Art Werner |
4 |
| 05-10-12 |
Improving Collaboration & Communications with the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 05-11-12 |
Information Security & the Cloud |
|
Stephen M. Yoss, CPA |
2 |
| 05-11-12 |
Mastering Personal Productivity |
|
Laura Stack |
2 |
| 05-14-12 |
Financial & Accounting Decision Making in a Slowly Recovering Economy |
|
Francis X. Ryan |
4 |
| 05-14-12 |
Clear the Clutter: Organizing Your Office & Your Life |
|
Laura Stack |
2 |
| 05-15-12 |
Scam & Bulletproof Asset Protection Strategies |
|
Art Werner |
4 |
| 05-15-12 |
Key Accounting & Reporting Issues for Nonprofits-Revenues Recognition |
|
Larry L. Perry, CPA |
2 |
| 05-15-12 |
World's Liveliest Auditing/Compilation & Review Update |
|
Rod Redding |
2 |
| 05-16-12 |
The Ins & Outs of Partnerships & LLCs |
|
Bob Jennings |
4 |
| 05-16-12 |
Ethics, Leadership & the Role of the CPA |
|
Francis X. Ryan |
4 |
| 05-16-12 |
2012 Nonprofit Tax Update |
|
Stuart Sobel |
2 |
| 05-17-12 |
Post Mortem Estate Planning |
|
Art Werner |
2 |
| 05-17-12 |
Staff Training for New In-Charge Accountants Series No. 6 —Making Materiality and Sampling Decisions |
|
Larry L. Perry, CPA |
2 |
| 05-17-12 |
The Internal Revenue Manual: How to Research Tax Issues & Avoid IRS Practice Mistakes |
|
Stuart Sobel |
3 |
| 05-18-12 |
Beauty and the Feast: Business Dress and Dining |
|
Lauren Solomon |
2 |
| 05-18-12 |
Online Efficiency Tools and Tips for Accountants |
|
Garrett Wasny |
1 |
| 05-22-12 |
Staff Training for New In-Charge Accountants Series No.7—Reviewing and Completing Engagements |
|
Larry L. Perry, CPA |
2 |
| 05-30-12 |
Staff Training for New In-Charge Accountants Series No.8—Performing Compilation& Review Engagements |
|
Larry L. Perry, CPA |
2 |