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LEARNING
PLANNER
AUGUST–SEPTEMBER 2024
Welcome to the August-September brainfood
Learning Planner!
Summer is in full swing, and we’ve all adjusted
to the pandemic as best we can over the past
many months. Despite all the change around
us, CalCPA’s commitment to providing you
timely, relevant and quality information and
education has remained constant. We know
your professional needs are evolving, and we’re
adding new formats and topics to meet your
changing needs.
We’re super excited to offer you a new learning
product and format from an innovative company
named ProDio. ProDio and CalCPA have
partnered to deliver high-quality, mobile audio
learning courses that you can take anywhere,
anytime, on your mobile phone or tablet. ProDio
courses offer immersive, “story-style” audio
courses that are engaging and relevant. You
access the courses through ProDio’s free mobile
app and learn while strolling through the park,
sitting on the beach or sitting on the train. You
can even curl up in a comfy chair—we won’t tell!
ProDio courses span several timely topics, so go
ahead and take them out for a spin … or a jog!
Check out some of the courses on the right or
under our CalCPA’s self-study education offerings
on calcpa.org/ProDio.
See you next month!
SELF-STUDY—CONVENIENT LEARNING
24/7 ON YOUR OWN SCHEDULE
Bring your appetite for this sampling of delectable offerings.
NEW Mobile Audio Courses
Title Prod. # Credits
Acing Your Strategy PDASOD20 CPE 3
Client Acquisition: Ethical Strategies for Attracting and
Retaining Great Clients
PDCAOD20 CPE 4
Conflicts of Interest Unpacked PDCIOD20 CPE 2
Ethics Conversations: Building an Ethics-Based Culture PDECOD20 CPE 4
Focus on Change: Change Management Essentials PDFCOD20 CPE 4
Leading Digital Transformation PDDTOD20 CPE 3
Leading Through Influence PDLIOD20 CPE 3
Lies, Alternative Facts and Professional Skepticism PDPSOD20 CPE 3.5
Promoting Employee Engagement PDEEOD20 CPE 3
Ethics
Accountancy Laws, Ethics, Taxes and Financial Reporting
Review: Ethics
Accountancy Laws, Ethics, Taxes and Financial Reporting:
Regulatory Review
Tax
ALET4OD19 CPE 4
ALET2OD19 IRS-ET 2
Property Dispositions KAP25238 CPE 2
Travel, Entertainment and Auto Rules ARTEOL19 CPE 16
1040 Workshop 1040WSOD19 CPE 31
Asset Protection: Tax and Financial Aspects ASPMOL19 CPE 17
Compensation and Fringe Benefit Tax Developments KAP25760 CPE 2
Concepts and Mechanics of Exchanges CMEOL19 CPE 13
Basic Marital Tax Matters KAP25399 CPE 2
Brad J. Monterio
Chief Learning Officer
PROFESSIONAL
DEVELOPMENT
ON THE GO
calcpa.org/ProDio
Technology
Excel Power User Module 1: Fundamental Features EPU1OD19 CPE 2
Excel Power User Module 2: Fundamental Functions,
Concepts, Techniques
EPU2OD19 CPE 2
Excel Power User Module 3: Six Critical Excel Functions EPU3OD19 CPE 2
Excel Power User Module 4: Handling Errors and Comparing
Lists
EPU4OD19 CPE 2
Excel Power User Module 5: Date and Text Functions EPU5OD19 CPE 2
Excel Power User Module 6: Time-Saving Techniques EPU6OD19 CPE 2
Excel Power User Module 7: Introduction to PivotTables EPU7OD19 CPE 2
Excel Power User Module 8: PivotTable vs. Formula-Based
Reports
EPU8OD19 CPE 2
Excel Power User Module 9: PivotTable Wrap-Up and Web Data EPU9OD19 CPE 2
Excel Power User Module 10: Getting, Preparing and
Summarizing Data
For a complete selection of self-study programs
in our portfolio, visit calcpa.org/brainfood.
EPU10OD19 CPE 2
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