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| December 2nd & 3nd, 2026 Location:Ft Lauderdale Marriott North 6650 North Andrews AveFt Lauderdale, FL 33309 For Hotel Reservations Call (954) 771-0440 Speaker: Art Werner | |
| December 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| December 4th & 7th, 2026 Location:Crowne Plaza Ft. Myers Gulf Coast 9931 Interstate Commerce Dr.Ft. Myers, Florida 99319 For Hotel Reservations call (239) 561-1550 Speaker: Art Werner | |
| Understanding the fundamentals of the accounts payable function is critical for any organization that wants to run an effective and efficient accounts payable function. Without this understanding, weak processes are permitted making fraud easier to commit. Duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to create a strong process and implement effective functions. Industry expert Mary Schaeffer shows auditors, controllers, and managers how proper processes in… | |
| This course offers an overview of what Hedge Funds are, how they operate and what is Hedge Fund Accounting all about. The course offers fundamental knowledge of Net Asset Valuation (NAV) concept, essentials of NAV calculation, NAV accounting and reporting process. It describes some useful terms a Hedge Fund Accountant can expect to encounter, basics of portfolio accounting, pricing, and reconciliation process. The course briefly discusses a fund’s income and expenses, and their impact on… | |
| This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest-free loans, and investment planning are investigated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel, and transportation. The field of professional services is poised to provide tax, financial… | |
| 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 2026. 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. | |
| 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… | |
| 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… | |
| 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… | |
| 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 management.This course… | |
| Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with an emphasis on tax savings ideas. This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent… | |
| The landmark legislation known as the Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, affects a wide range of institutions in the United States in some way. It imposes healthcare-related requirements on health plans, health insurers and employers.In addition to imposing various tax increases to increase revenue, the PPACA uses a carrot and stick approach to ensure compliance with its provisions, offering tax credits for compliance and imposing tax penalties for… | |
| This course offers an overview of Swap Accounting. Starting with basic definition of swap, the course discusses different types of Swap instruments Hedge funds typically trade in and benefits of having exposure in swaps. The course further discusses accounting entries for Swaps, how to calculate Gain/Loss on swaps and how to show Swap Income and Open Swap Positions on a Fund’s Financials. | |
| The course offers a comprehensive overview of accounting for financial instruments generally traded in hedge funds. This includes accounting for instruments - Equity, Bonds, Futures & Options, Spot & Forward contracts, and processing of Corporate Actions. The course goes over security set up, reference data, market data for portfolio pricing, reconciliation issues, P&L analysis, Trade Workflow, Position Lifecycle maintenance. The course briefly touches upon concepts necessary for a Hedge Fund Accountant to appreciate, to maintain… | |
| This session offers an in-depth walkthrough of the essential components that make up the financial statements of a typical investment fund or pooled investment vehicle. The session breaks down each section of a comprehensive financial report, including the Directors’ Statement, Auditor’s Report, Balance Sheet, Profit & Loss (P&L), and Cash Flow Statement. We’ll explore the Schedule of Investments in detail, including its hierarchical reporting requirements—from investment type to issuer—and the significance of issuer-level disclosures exceeding… | |
| Each year the U.S. Census Bureau publishes what it refers to as non-employer statistics that may provide information about the increased importance of the business use of taxpayers’ homes. A “non-employer,” for purposes of the statistics, is defined as a business that has no paid employees, has annual business receipts of at least $1,000 and is subject to federal income taxes. These non-employers may be organized as corporations, partnerships or sole proprietorships. Because they have… | |
| When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to numerous updates to the IRC and the recent passing of the One Big Beautiful Bill Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across… | |
| Governments have historically used a “carrot and stick” approach to encouraging individuals and businesses to behave in ways it deems desirable: tax credits for acting as requested and tax penalties for failing to behave as required. The U.S. government similarly promotes multiple forms of socially-beneficial actions—adopting children, becoming employed, providing funds for dependents’ education, and other socially-desirable activities—by offering incentives in the form of tax credits for engaging in them. This course examines the various… | |
| Individual retirement accounts are investing tools that permit individuals to set aside money for retirement in a way that is preferential from a tax standpoint. This course will review the following types of IRA accounts: Traditional IRAs, Roth IRAs, SIMPLE IRAs and SEP IRAs. This course will describe who is allowed to open and contribute to an IRA account during the taxable year. This course will identify when contributions are deductible and when they are… | |
| The malware and cybersecurity landscapes are constantly shifting in response to the actions of one another. On one side, cybersecurity experts are identifying, analyzing, and patching new forms of malware as consistently as possible so they can be detected by antivirus software and purged from infected systems before they can cause harm to their potential victims. On the other side, malware creators and cybercriminal organizations are constantly creating new malware, and altering old malware, to… | |
| 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 course that will describe the importance of network security for all types of businesses and practices. This course will identify the vulnerabilities and define safeguards for computers, networks, networking components, software applications, and mobile devices. This course will… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous… | |
| Strong internal controls are key to any effective accounts payable function. Without such controls, fraud is easier to commit, duplicate payments increase and the function is not cost-effective. This course presents information the professional can use to identify control problems and implement strong controls. Industry expert Mary Schaeffer shows auditors, controllers, and managers where control issues are likely to occur, how to strengthen controls, and best practices for a control-effective accounts payable function. | |
| In this presentation author and Excel expert David H. Ringstrom, CPA, demystifies Excel’s family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP. David shows how to build lookup formulas from the ground up, using Excel’s built-in help tools to enter lookup values, select arrays, and troubleshoot common issues such as #REF! and #N/A errors. He contrasts approximate and exact match behavior, explains how to eliminate errors caused by… | |
| In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various essential Excel skills. David will start from the beginning with Excel with topics such as saving Excel files, entering text into worksheet cells, and managing column widths. He'll demonstrate the nuances that can arise when formatting numbers and worksheet cells, copying formulas and entering dates. David will build a loan amortization table from scratch, which enables him to cover… | |
| This presentation by author and Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheet basics. You'll learn how to duplicate Excel worksheets to save time, as well as create a fallback position. David will explore the nuances of copying and pasting in Excel, which is different than in other programs. You'll also learn techniques such as merging cells, finding data, tracing formulas, sorting lists, and recovering… | |
| This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fees structures and step by step approach to process Economic Distribution of Income. | |
| This course offers an overview of Hedge fund structures, and Income allocation to Fund’s Investors, and Hedge fund Fees. We will touch upon basic concepts of type of funds, investors, share classes, capital activities, fees structures and step by step approach to process Economic Distribution of Income. We will then discuss some nuanced concepts of Investors Income allocation and fees structures | |
| Although, as reported in the National Taxpayer Advocate blog, the IRS suspended the automatic mailing of collection notices routinely sent when a taxpayer owes federal tax on February 5, 2022 to give the IRS an opportunity to clear its processing backlogs, such automatic mailings are likely to recur and, meanwhile, other IRS delinquent collection activities continue unabated. Statistics for fiscal year 2023, show the IRS ending inventory with a balance of assessed tax, penalties and… | |
| December 1st, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| November 30th, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| November 30th & December 1st, 2026 Location:DoubleTree by Hilton Hotel Jacksonville Airport 2101 Dixie Clipper Dr.Jacksonville, FL 32218 For Hotel Reservations call (904) 741-1997 Speaker: Art Werner | |
| Day Two – Business Tax UpdateJanuary 20th, 2026 Author/Speaker: Art Werner Field of Study: TaxesCredits: 8Format: Group Internet Based (GIB)Lecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling questions as they appear.Upon course completion a course evaluation form is provided for your feedback.CPE Prime is registered with the National Association of State… | |
| Day One – Individual Tax UpdateJanuary 19th, 2026 Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8Format: Group Internet Based (GIB)Day Two: Business UpdateJanuary 20th, 2026Author/Speaker: Art Werner Field of Study: Taxes | Federal Tax UpdateCredits: 8 Format: Live In-PersonBoth DaysLecture Starts: 08:00 CST | 09:00 ESTPeriodic breaks will be providedLecture ends at 4:00 CST | 5:00 ESTTo complete this course participants need to: Be present the day of the event and answer polling… | |
| November 6th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| November 5th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| November 5th & 6th, 2026 Location: Courtyard by Marriott Houston Katy Mills 25402 Katy Mills Pkwy, Katy, TX 77494 (281) 665-3189 Speaker: Shelli Huston | |
| The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is anticipated to climb to an annual range between $11.9 trillion and over $20 trillion by 2026. In the United States alone, the FBI received reports over 859,000 cybercrime complaints involving $16.6 billion in 2024. Almost all of that cybercrime… | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Companies must accurately bill customers in order to stay in business. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, internal control definitions and concepts. The course also covers the billing process in detail. | |
| All businesses need cash to survive. Proper controls in the receipt of cash are extremely important as this is the primary way that most companies generate cash. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course covers the… | |
| Companies must collect outstanding accounts from customers as part of their business activities. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with or brush up on, internal control definitions and concepts. The course also covers the collection process for outstanding accounts in detail. | |
| Properly evaluating, setting, and monitoring customer credit limits can be important to companies for issuing credit and ultimately, collecting cash receipts. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. This course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course also covers the credit process in detail. Participants… | |
| This course can benefit anyone who wants to better understand the role that internal controls can play in creating a reliable and consistent accounting system for today's competitive and complex business environment. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and… | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Controls around the procurement of goods including the purchasing, receiving, and accounts payable processes are important for companies that want to procure goods effectively at fair prices. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. Participants will also learn… | |
| Proper controls around the shipping process are essential in order for companies to provide accurate and timely orders to customers. A clear understanding of the key controls in a process can benefit internal auditors, business managers, and others who want to understand, improve, or audit the process. The course allows participants to become familiar with, or brush up on, internal control definitions and concepts. The course also covers the shipping process in detail. Participants will… | |
| This technical update examines Kwong v. United States, 179 Fed. Cl. 382 (2025) and Abdo v. Commissioner, 162 T.C. No. 7 (2024) and their interpretation of IRC §7508A in the COVID-19 disaster context. The course explains the statutory and regulatory framework for disaster-related postponement of tax deadlines, including the distinction between discretionary relief under §7508A(a) and the former mandatory COVID-era rule under former §7508A(d), now replaced for later disasters by current §7508A(e). The program compares… |