Continuing Professional Education (CPE) for CPAs

Sample CPE Course Reviews:

"Absolutely fantastic course! Makes me want to delve into this more. Thank you!!!"

"Loved the format of the material – clear, concise and easy to follow."

"Really good overview of this topic, with very useful tidbits."

"The course is good and the instructor knowledgeable with good presentation skills. "

Sites Where My CPE Courses are Hosted

Are you a CPA looking for CPE? I’ve created courses that qualify for CPE. Here are the sites where you can find them:

CPE Course Listing

Managing Cash Flow

Credits: 3 Hours

One of the greatest sources of stress for small business owners is managing cash flow. 69% of business owners who have been kept up at night by concerns about cash flow. More than half of U.S. businesses have lost $10,000 or more by foregoing a project or sales specifically due to issues created by insufficient cash flow.

This course shows you how to assess current and future cash flows. You learn techniques to increase cash flow and reduce dips in cash flow. I list critical sources of cash for businesses, along with the pros and cons of major sources.

I explain how to prepare a cash flow projection. You discover a company’s sustainable growth rate and how to increase it. I show you how leverage can increase growth, profit, and cash. Leverage also comes with risks and I explain how to manage those risks.

Business Loan Basics

Credits: 2 Hours

Business loans are a vital source of funding for cash flow management. The course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. I then explain how leverage (the use of borrowed funds) magnifies returns but increases risk.

We then explore key loan components like different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan. Basic accounting entries and financial statement presentation, including footnote disclosure, are explained.

You’ll discover ways to reduce the interest rate on your loan. I give an overview of the application process and the documents lenders frequently request.

The course explains the factors and ratios banks used to decide whether to approve a loan. Key documents that are signed at loan closing are described, and the importance of each is explained. I’ll point out important clauses included in these documents.

Marginal Profitability Analysis

Credits: 1.5 Hours

Marginal Profitability Analysis provides relevant decision information for setting prices, product design and product profitability. Analysis of whether to open or close locations or divisions can also be done with marginal profitability analysis.

The course starts by defining marginal costs and marginal profits and then explains how to calculate marginal profitability. You will learn how to create cost-volume-profit (CVP) analyses and breakeven analysis. Marginal profitability is compared to traditional full absorption product costing or activity-based costing to identify the pros and cons of each method and when each is appropriate.

The course provides practical examples of making decisions with marginal profitability analysis. Examples include determining optimal production amounts and which products to promote. The final section explains how to calculate the change in profitability from a price increase and a price decrease. A worksheet template is provided for this analysis.

Entrepreneurial Finance: Small Business Financial Management Basics

This class provides a financial overview of the entrepreneurial journey from startup to operational decisions to exit planning. You’ll hear from a business banker guest speaker who explains what lenders look at when deciding whether to make a loan to a small business.

You’ll learn:
• Why and how entrepreneurs start companies.
• Business structure selection
• Sources of cash
• Financial struggles of small businesses
• Small business cash flow management
• The financial components of a business plan
• Strategic planning
• Key small business financial metrics
• Pricing and profitability analysis
• Risk management
• Exit planning