CPE & Event Catalog
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.
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts B (Bypass) trusts. A (Survivor s)/ C (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations.
Analyzing Financial Statements WEBCAST
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Your Desk
8.0 Credits
Financial reporting and financial statements. Use of Non-GAAP performance measures and key performance indicators. Forecasting. Valuation. Comprehensive financial statement analysis with case study.
Statement of Cash Flows: Preparation and Analysis Workshop WEBCAST
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Your Desk
8.0 Credits
Major provisions of GAAP Codification Topic No. 230. Statement classification issues. Reporting operating cash flows: Direct and indirect methods. Preparing the statement: Workpaper techniques. Useful cash flow ratios. Bankruptcy prediction using the statement of cash flows.
IFRS vs. US GAAP - Major Accounting Differences WEBCAST
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Your Desk
2.0 Credits
Significant differences in the design and structure of IFRS and U.S. GAAP.
Proper Financial Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Importance of Partnership capital accounts. Book vs tax capital accounts. Partnership capital contributions. Section 704(b) capital rules and OCBOA. GAAP balance sheet impact of capital contributions. Bonus and Goodwill methods. Ceiling Rule and Remedial allocations. GAAP partner capital accounts.
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
Understanding the Form 990 and its Preparation Prerequisites WEBCAST presented by the Minnesota Society of CPAs
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None
2.0 Credits
Overview of Form 990's structure and purpose. Goals behind the core forms and schedules. Triggers for Form 990 schedules. Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels. Key definitions and glossary terms, including family member, business relationship, independence. Governance and board member considerations. Data collection and reporting. Public relations and stakeholder communication.
Member Exclusive Pop-Up: Calling BS on Cybersecurity Nonsense WEBINAR
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Your Desk
1.0 Credits
The cybersecurity misinformation crisis and how to identify credible information. Common misleading vendor claims and verification techniques. Accounting-specific security frameworks that protect your practice. Practical WISP implementation strategies that balance security and productivity. How to leverage security practices as a competitive advantage in client acquisition and retention.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
AI Series Part 1: A Comprehensive Overview of the Role of AI for CPAs WEBCAST
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None
4.0 Credits
Risk identification and materiality determinations. Automating audit procedures. Detection of anomalies and fraud. Compliance monitoring and regulatory reporting.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
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Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
Emerging Issues in Financial Accounting WEBCAST
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Your Desk
3.0 Credits
Are we equipped to deal with a resurgence in financial accounting fraud? Private company accounting standards, options and elections. The latest on crypto and ESG. Accounting and auditing for SAAS arrangements, impairments, going concern, and debt modification accounting. FASB and PCC agenda.
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.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Prix Fixe: Washington State Tax Update WEBINAR
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Your Desk
1.0 Credits
Understanding the current state of tax regulations. Anticipating future changes.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
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Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
Organizational Effectiveness and Communication WEBCAST
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Your Desk
1.0 Credits
Communication.