CPE & Event Catalog
What's Going on at the FASB (2025) WEBINAR
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Your Desk
2.0 Credits
Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. Review year 2 implications of the leases standard including modification accounting. A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.
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.
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
ChatGPT: What Every CPA Should Know-Updated WEBINAR
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Your Desk
2.0 Credits
Overview of the current landscape for AI in business. History of ChatGPT and generative AI. Fundamentals of generative AI technology and related nomenclature. ABC's of how to use ChatGPT. Demonstration of practical ChatGPT applications for accounting, finance and tax. A word of caution: What you should be concerned about. Developing a ChatGPT usage policy for your firm.
Building Security and Efficiency With Internal Control WEBINAR
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
Internal Control Fundamentals WEBCAST
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Your Desk
2.0 Credits
COSO. Auditing.
HR's Role in Business Evolution: Strategy, Finance, and Growth WEBCAST
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Your Desk
1.2 Credits
Corporate culture. Strategic planning. Leadership. Staff development. Use of Generative AI.
Progressive Management Accounting WEBCAST
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Your Desk
2.0 Credits
A taxonomy of accounting: tax, financial, managerial. A spectrum of direct and indirect absorption costing. Fact-based Data with Activity Based Costing (ABC ). Why do we need advanced management accounting techniques, such as ABC? How the ABC cost assignment network structure connects costs to products and sales channels. Learn to use ABC to manage product, service-line, channel, and customer profitability. Understand two views of costs: (1) process view versus (2) product view. Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques. Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction. Applying Attributes to assess value-added costs and costs of quality (COQ). The Shift in ROI's Source from Tangible to Intangible Assets. Increasing the ROI from information with Corporate Performance Management (CPM) as a Value-Multiplier. Accelerating the Rate of Adoption for Implementing and CPM. Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural. How to overcome behavioral resistance to change.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
The accounting research transformation: Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI-powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI-driven automation for regulatory updates and compliance monitoring.
Making Excel Formulas Work for You WEBCAST
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Your Desk
4.0 Credits
Understanding formula conventions. Working with functions. Examples of powerful Excel formulas.
K2's Advanced QuickBooks Tips And Techniques WEBCAST
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Your Desk
4.0 Credits
Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.
S Corporation Checkup: Tax Issues & Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small and Medium-Sized Entities.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Navigating Tax Court for Non-Lawyers WEBCAST
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Your Desk
2.0 Credits
Determining when filing a Tax Court case can be a strategic benefit. Learn how to file the case. Understand the steps and deadlines in the Tax Court process. Review the settlement process. Know when the case gets to the point where you need help.
2025 Yellow Book Update WEBINAR
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Your Desk
2.0 Credits
Yellow Book engagements. Independence requirements in GAGAS. Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research: principles and practices. Navigating IRS databases using advanced ai techniques. Using IRS prompt templates: in-depth analysis and application. ChatGPT in action: case studies and real-world scenarios. Exploring IRS tax laws: strategies, loopholes, and compliance. Error prevention and correction in tax law research. Future trends: AI's evolving role in taxation and accounting.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.