Member Exclusive Prix Fixe CPE Series Webinars
These ten webinars are exclusive to and completely free for WSCPA members—all you have to do is be a WSCPA member in good standing and register for the webinars ahead of time. Register for the Prix Fixe CPE Series Member Exclusive Bundle here.
Member Exclusive: Fireworks and Federal Tax Review
July 6, 2018
12:00 – 1:00 p.m.
Taught by Art Werner
Explosive changes to the tax system are here. While updates from the IRS on the Tax Cuts and Jobs Act are ongoing, it can be confusing to know what the latest news means for you and your clients. Round out your 4th of July week with this bite-sized review of the latest federal tax news.
Member Exclusive: ABCs of Blockchain
August 3, 2018
12:00 – 1:00 p.m.
Taught by Calder "CJ" Wong
Blockchain has been called the most disruptive technology in decades. But what is it? Learn about the basics of blockchain during this one-hour webinar.
Member Exclusive: How to Incorporate a Section 125 Plan
August 24, 2018
12:00 – 1:00 p.m.
Presented by Paychex
If employees pay a portion of their group insurance premiums, learn how a Section 125 Cafeteria Plan can help them stretch their salaries and reduce employer payroll taxes at the same time. Also find out how a Flexible Spending Account (FSA) can act as a budgeting tool that helps take care of expenses like day care, dental and optical care deductibles, co-pays, and prescription drugs. An FSA plan helps pay for itself by increasing employee take-home pay while decreasing payroll taxes.
Member Exclusive: Advanced Budgeting—Balance Sheet and Cash Flow Projections
September 21, 2018
12:00 – 1:00 p.m.
Taught by John Daly
Unless you expect your organization to be stable in the short, medium and long term, you need to understand how to create long-term balance sheet and cash flow projections. Growing organizations must know whether they will have the resources to execute their business plan. Struggling organizations need to know if they will have the cash to survive. This session will increase your organization's ability to see its future and increase the confidence that your CEO, Board and bank have in you.
November 2, 2018
12:00 – 1:00 p.m.
Taught By Chris Gehrke
What has changed with the preparation of a cash flow statement? Get an overview of best practices related to cash flow preparation in this one-hour webinar.
December 14, 2018
12:00 – 1:00 p.m.
Taught by Kimberly Scott
What will the future hold for the CPA profession? What's the inside scoop on topics that are sure to affect your job, your employer, and your clients? Bring the future into focus with this overview of the many issues that everyone in the CPA profession must anticipate.
January 25, 2019
12:00 – 1:00 p.m.
Taught by William Eskin
Which major standards and regulation-related changes will confront CPAs and accountants in business and industry this year? Ignoring these changes could lead to a migraine, or worse! Discover what you need to know about these changes, as well as current and emerging challenges and risks as identified in the leading industry surveys.
February 8, 2019
12:00 – 1:00 p.m.
Taught by Michael Girvin
Do you consider yourself an Excel expert? Always looking for groovy new Excel tricks to make your job easier? Michael Girvin, who is known for his Excel Is Fun YouTube channel with 3,000 videos on Excel, will provide a hands-on look at ways to maximize the power of Excel.
April 19, 2019
12:00 – 1:00 p.m.
Taught by Ron Rael
How can you encourage your fellow staff to achieve more and enjoy doing it? How can you foster a more positive environment at your workplace? Lighten up! Ron Rael, with his engaging and interactive style, will show you how to use fun and humor to enhance your work culture.
May 17, 2019
12:00 – 1:00 p.m.
Presented by Archbright
Are you aware of today's many legal trends affecting the workplace? From the DOL's proposed overtime rule, paid family leave, greater deference to handbook policies, a high number of retaliation claims, sexual harassment training to pay equity laws, the list of legal issues for employers to understand goes on and on. Often times, you don't know what you don't know until it's too late. This webinar will give you an update on employment law and help you make sure you're in compliance.
Full 2018–2019 Prix Fixe CPE Series
These Prix Fixe CPE series webinars are available a la carte or as part of the Prix Fixe CPE Series Bundle. Click the course title to view the individual event page, or click here to register for the bundle and save hundreds.
Consumers Are Weird: How Irrational Behavior Impacts Your Business
June 29, 2018
12:00 – 1:00 p.m.
Taught by Melina Palmer
Your brain (and the brain of your customer) does not act logically or make rational decisions. It is guided by rules of thumb that have developed over time…often without your conscious knowledge. Unfortunately, when professionals build strategies, brands, or product pricing, they are almost always based on logic. Sure, some efforts can be successful, and sometimes we luck out and pick strategies that align with those rules of thumb in the brain.
But what if you knew how the brain made decisions? What if you understood how changing one sentence (or even one word in many cases) could drastically impact the return on your messaging? What if you could tap into those hidden choices in the subconscious mind of your consumer to know what they will actually do (not just what they say they will do)? In this session, Melina Palmer of Defying Gravity will use concepts of behavioral economics (including loss aversion, anchoring & adjustment, and relativity) to unlock the answers…and give you the key so you can see your business in a whole new light.
Sailing the Seas of Sales Tax
July 13, 2018
12:00 – 1:00 p.m.
Taught by Bob Heller
Sales tax collection is an issue that can seem overwhelming, especially here in Washington State. Stay abreast of the waves of change. Get an update on what Wayfair v. South Dakota means to you and your clients during this session.
Agricultural Review
July 20, 2018
12:00 – 1:00 p.m.
Taught by Paul Neiffer
There hasn't been a dull moment for tax practitioners during the last year. This webinar will give you a quick overview on the agricultural tax issues you need to understand to advise your employer or clients.
Identity Theft for Tax Practitioners
July 27, 2018
12:00 – 1:00 p.m.
Taught by Donny Shimamoto
The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.
Learning Objectives:
• Understand how tax practitioners are at risk for a data breach
• Understand key requirements from IRS Publication 4557: Safeguarding Taxpayer Data
• Learning practical tips to protect client and firm data.
Loss Prevention Principles
August 10, 2018
12:00 – 1:00 p.m.
Taught By Ron B. Klein
You plan for tax season. You plan an audit. You tell your clients to plan. But ask yourself — Do you plan for risk management?
This session will teach attendees how to:
- Think risk management
- “See” future claims and respond to red flags
- Integrate risk management thinking into your firm culture and engagement planning
Single Audit… It's Complicated!
August 17, 2018
12:00 – 1:00 p.m.
Taught by Laura Lindal
Engagements performed under the “Yellow Book” and the audit requirements of Title 2, U.S. Code of Federal Regulations (C.F.R.), Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) are subject to regulatory scrutiny. Laura Lindal will guide you through the latest single audit details that you need to understand.
Become the Leader You Would Follow
September 7, 2018
12:00 – 1:00 p.m.
Taught by Steve Swafford
Regardless of where you are in your career, you can increase your confidence and effectiveness as a leader by focusing on some tried-and-true leadership techniques. Steve Swafford will share practical techniques to help you become the type of leader that you would follow.
Cost Segregation & The Tax Cuts and Jobs Act of 2017
September 14, 2018
12:00 – 1:00 p.m.
Taught by Steve Ruf
Do you have building owner clients who are excellent prospects to benefit from Cost Segregation? Tune in to learn about tax saving opportunities, changes resulting from the Tax Cuts and Jobs act, the history of modern Cost Segregation, and more!
Construction: Using R&D as Your Building Blocks!
September 28, 2018
12:00 – 1:00 p.m.
Taught by Gurleen Singh
From specialty tax credits and incentives, including R&D tax credits, to negotiated incentives and fuel excise and sales/use tax recovery, a plethora of opportunities are available for those in the construction industry. Get a taste of the many topics that affect your construction businesses or clients.
October 5, 2018
12:00 – 1:00 p.m.
Taught by Fred Peck and Dr. Sean Stein Smith
According to B Lab, "B Corp is to business what Fair Trade certification is to coffee or USDA Organic certification is to milk." What do you need to know about B Corps or "social purpose" corporations? Is it the right choice for your clients? Find out what all the buzz is about.
October 10, 2018
12:00 – 1:00 p.m.
Taught by Chris Gehrke
Explore recent updates to the standards affecting the performance of compilation and reviews in this bite-sized webinar.
October 12, 2018
12:00 – 1:00 p.m.
Taught by Donny Shimamoto
Improve your business operations and identify strategic business opportunities by diving into business intelligence. Explore how business intelligence can inform and elevate your decision-making for a broad range of business and strategic operations, from product positioning and pricing to setting business priorities and goals.
October 18, 2018
12:00 – 1:00 p.m.
Taught by Elizabeth Masnari
Internal audit processes employed at healthcare entities add value and improve overall operations. Get the details from Elizabeth Masnari, who has nearly a decade of experience directing internal audit for a regional healthcare organization.
October 26, 2018
12:00 – 1:00 p.m.
Taught by George Koutelieris and Greg White
The omnibus spending bill approved by Congress and signed by President Trump in March 2018 gives the IRS authority to make some changes to the partnership audit process that taxpayers had requested. Greg White and George Koutelieris will give an overview of what's new and how it will affect your clients during this webinar.
November 9, 2018
12:00 – 1:00 p.m.
Taught by Laura Lindal
Get an overview of what's new with the FASB Accounting Standards Update (ASU) 2016-14: Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities as well as other recently issued ASUs and how they may affect the accounting and financial reporting of nonprofits.
November 16, 2018
12:00 – 1:00 p.m.
Taught by Calder Wong
Sometimes it can be easy to hear about a new technology and assume that it will not affect you directly. How can blockchain technology be used in the real world? Calder "CJ" Wong will shed light on the ways in which blockchain technology can be used to make "smart contracts" -- and what to look out for.
November 30, 2018
12:00 – 1:00 p.m.
Taught by Joann Cross
It's challenging to stay current on ever-changing standards that may affect your organization or your clients in the future. Joann Cross will provide you with an overview of the latest happenings from FASB, and make sure you are informed and ready to assist you or your clients with compliance.
December 7, 2018
12:00 – 1:00 p.m.
Taught by Pete Miller
You're aware of the basic red flags of fraud, but fraudsters are changing their methods of attack all the time. What new tricks are criminals using to get at your client's financial data (and possibly, yours)? Find out in this session featuring Pete Miller.
December 21, 2018
12:00 – 1:00 p.m.
Presented by K2
How can you keep up with the demands of technology? Technology changes so rapidly, making it increasingly vital to thoughtfully map out your technology plan. With that in mind, which technology considerations should you think about for the new year? We've got the answers.
January 4, 2019
12:00 – 1:00 p.m.
Taught by Ron B. Klein
Participants will receive loss prevention guidance regarding engagement letters and disengagement letters to reduce their risk exposure.
This session will cover:
- Why are engagement letters good risk management?
- Which nontraditional engagements cry out for engagement letters?
- Fees, mediation, arbitration, and other issues that start with an engagement letter
- Engagement letters require you to think ahead — always a good idea
January 18, 2019
12:00 – 1:00 p.m.
Taught by Mary Marino
Here at the start of the new year and looking another tax season in the face, what's the latest and greatest federal tax news? Get the scoop on IRS guidance, interpretations, and all that's new and affecting the preparation of federal tax returns.
February 1, 2019
12:00 – 1:00 p.m.
Taught by Linda Deppa
Got a full inbox? Need a detective to find a file on your computer? Take this course for tips to keep your office—Microsoft and otherwise—organized and usable.
February 15, 2019
12:00 – 1:00 p.m.
Taught by Art Werner
You know how the saying goes, "'Tis impossible to be sure of any thing but Death and Taxes." Estate and gift tax planning may be uncertain, but Art Werner will provide you with insights into major estate tax factors to consider when serving your clients.
March 1, 2019
12:00 – 1:00 p.m.
Presented by the GASB
From new and noteworthy activities, key GASB projects and proposals to implementation guides, get a review of the latest guidance for governments.
March 15, 2019
12:00 – 1:00 p.m.
Taught by Laura Lindal
In July of 2018, the revision of Generally Accepted Government Auditing Standards, also known as the “Yellow Book.” took place. Last revised in 2011, the Yellow Book is designed to help government auditors at the federal, state, and local levels produce high-quality audits that reflect competence, integrity, objectivity, and independence.
But what does this mean for you? Laura Lindal will help identify the big changes to this document, and let you know what changes you might need to make!
March 29, 2019
12:00 – 1:00 p.m.
Speaker to be announced
Everyone, and every business needs a bit of a shakeup now and then just to make sure that you are utilizing your assets to their best advantage. Learn some new ideas on ways to give your bottom line a boost.
April 5, 2019
12:00 – 1:00 p.m.
Presented by the Washington State Economic and Revenue Forecast Council
What’s the future? No one really knows, but this session will provide a fiscal overview from people who are experts at looking into the economic future of our state.
April 12, 2019
12:00 – 1:00 p.m.
Taught by Mark Hugh
There’s nothing like a dash of salt to make your meal perfect...
Get the perfect amount of information on state and local taxes to ensure you are up to date on issues like internet sales, software and electronic services.
May 3, 2019
12:00 – 1:00 p.m.
Speaker to be announced
When you work with clients in every time zone, someone is always awake and in need of your expertise. This overview will review the most relevant points of international taxation to ensure that no matter what time your client needs you, you have the knowledge to help.
May 10, 2019
12:00 – 1:00 p.m.
Taught by Yasmine El Ramly
More than hiring employees with an array of backgrounds, ethnicities, and orientations, diversity ensures creative teams, better decision making, and can increase the bottom line. Make sure you understand why it so important on every level.
May 31, 2019
12:00 – 1:00 p.m.
Taught by Kimberly Scott and Ashley Kittrell
Ah, the Legislature. Did they pass the bill you thought they should, or did it never make it out of committee? Here’s your chance to find out what they worked on, and how it may affect you and your clients, during the 2019 legislative session.
Prix Fixe CPE Series Frequently Asked Questions
Hey! Wasn't this called the Lunchtime Learning Series last year?
Quite right. The Lunchtime Learning series was so popular we decided to modify and expand it! Once we settled on the new shape of the program, we decided that Prix Fixe CPE Series was a better name for it. Read more about the changes to the program in this blog post on that very subject!
How long is online registration open?
Online registration for Prix Fixe CPE Series webinars closes two hours prior to the start of the specific webinar. Please call the WSCPA directly if you need to register after 10 a.m. on the day of a Prix Fixe CPE Series webinar.
When and how will I receive log in information for the webinar?
The WSCPA Education Department will email you log in instructions the morning of the webinar. This information will be sent to the email the WSCPA has on file for you. If you do not see the email in your inbox, please check your junk folder. If you still cannot find it, please call the WSCPA at 425-644-4800.
Will I be able to log in late?
No. Prix Fixe CPE Series webinars begin promptly at noon. Please log in to the session at least 10 minutes prior to the scheduled start time to ensure that you are able to connect.
How do I receive my CPE for the Prix Fixe CPE Series webinar?
You will be prompted three times to verify your attendance during the presentation. In order to verify your attendance, and earn your CPE, simply click the button on the prompt that will appear. You must respond to this prompt each time it appears in order for us to issue a certificate of attendance.
What if I want to watch the webinar in a group?
If you are attending a Prix Fixe CPE Series webinar as a group, be sure that all members of the group are registered by 10:00 AM on the day of the event. The WSCPA will only award CPE credit to individuals who have paid and registered for the Prix Fixe CPE Series webinar in question.
The member of the group who is signed in to view the webinar must respond to each of the three attendance prompts that will appear during the presentation by clicking on the button on the prompt. Additionally, another form of verification is required to award CPE to those attendees not directly signed in via the webinar viewing platform. For your group, produce a scan of a document with:
- The name and date of the Prix Fixe CPE Series webinar
- Printed names of those who attended with accompanying signatures
For your convenience, the WSCPA has prepared a printable sign-in sheet (PDF, 129 kB). Send a scan of the completed sign-in sheet to cpe@wscpa.org.
I purchased the bundle, but I can't make one of the webinars. Can I substitute it for another webinar in your catalog, transfer my place to a colleague, or receive a partial refund for that webinar?
By purchasing the Prix Fixe CPE Series Bundle, you are registering for each Prix Fixe CPE Series webinar included in that bundle. Due to the unbeatable value of the Prix Fixe CPE Series, we are unable to apply additional discounts to the purchase price, nor can we offer substitutions, transfers, or refunds of any kind. Additionally, unattended webinars do not “roll over” into any subsequent year’s Prix Fixe CPE Series.
What if I decide to purchase the Prix Fixe CPE Series Bundle later in the year? Do I still need to pay the full $299?
No. In order to make sure the bundle remains an unbeatable value year-round, the WSCPA will update the Prix Fixe CPE Series Bundle price and included webinars twice in the fall. Only one version of the Prix Fixe CPE Series Webinar Bundle will be available at a time.
I registered for the Prix Fixe CPE Series Member Exclusive Bundle, but did not renew my membership. Can I still attend the member exclusive webinars?
CPE credit for the member exclusive webinars will only be awarded to individuals who attend the webinar and are members in good standing of the WSCPA at the time of attendance.
Is there anything else I should know?
Your CPE certificate will be available to download from the WSCPA website within five business days of the Prix Fixe CPE Series webinar. We will send you an email to let you know when it is available.
The WSCPA reserves the right to to make speaker and/or topic substitutions at any time of the year without notice to registrants. Should such a change occur, the WSCPA will notify registrants and update the information on this page as soon as possible.
Policies specific to the Prix Fixe CPE Series supersede all other WSCPA CPE policies and procedures including, but not limited to, cancellations, refunds, transfers, and substitutions.
For auditing purposes, your attendance may be monitored.
Still looking for the answer to your question? Check out our full CPE policies page.