CPE & Event Catalog
ChatGPT and Complex Financial and HR Conversations WEBINAR
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Your Desk
2.0 Credits
Budget allocation and negotiation techniques. Compensation and benefits structuring. Managing financial performance and layoffs. Financial and HR aspects of mergers and acquisitions. Regulatory compliance and ethical financial practices. Strategies for financial crisis management. Effective performance management systems.
Shortcuts to Personal and Professional Success WEBCAST
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Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.
Addressing Cash Flow and Forecasting Uncertainty WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Cash flow.
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Introduction to Not-for-Profit Accounting WEBCAST
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Your Desk
2.0 Credits
Not-for-profit accounting. Yellow book.
Leases Accounting under Topic 842 - Answers to FAQ After Implementation WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
Liquidity & Uncertainty Disclosures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
Required disclosure related to liquidity and other significant uncertainties for fair presentation of financial statements. Evaluating the need for going concern and other uncertainty disclosures in the current environment.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Public Speaking Secrets That Wow Audiences WEBCAST
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Your Desk
4.0 Credits
Overcoming the common obstacles to public speaking. Creating the content of the talk. How to deliver a talk effectively. Making the talk entertaining. Memorization and practice. Creating stories that rock.
Resolving Ethical Dilemmas-You Make the Call WEBCAST
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Your Desk
1.5 Credits
Threats and safeguards to objectivity and independence.
Planning for Small Business Success WEBCAST
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Your Desk
4.0 Credits
The integrated planning model. The strategic plan. Linkage with Performance Based Management. Tracking success. Real world examples.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Small Business Risk Avoidance WEBCAST
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Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. ERM-small business approach. 10 steps to take NOW.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
K2's Technology Update WEBCAST
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Your Desk
4.0 Credits
Developments in hardware and software. Options for communicating and collaborating more effectively. Addressing cybersecurity issues.
Money Laundering 101 for CPAs WEBINAR
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Your Desk
4.0 Credits
The theory of money laundering. Common money laundering statutes. Examples from court cases of money laundering statutes. Common occurrences with CPAs. Possible money laundering transactions. Applying the money laundering statutes in real life scenarios.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
New Mergers & Acquisitions: Tricks, Traps, & Terrors WEBCAST
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Your Desk
4.2 Credits
Mergers and acquisitions.