CPE & Event Catalog
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
-
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.
Lessons on Fraud Prevention from Sam Bankman-Fried's Crypto WEBINAR
-
Your Desk
2.0 Credits
What starts a government investigation for white-collar crime? What is an indictment? What is extradition? What are pre-trial proceedings? What is a mitigation strategy? What is a plea agreement? What is discovery in a criminal case? What factors influence a sentence in a white-collar crime? What collateral consequences follow for people convicted of business-related crime?
Generation Intelligence: Navigating the Generational Divide WEBCAST
-
Your Desk
1.0 Credits
Generations.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
-
Your Desk
4.0 Credits
AICPA Code of Professional Conduct. Understand factors that allowed selected frauds to occur. Recognize controls that may have prevented or mitigated selected frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors. Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
Preparing for and Conducting Discharge Meetings WEBCAST
-
Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
Critical "Soft" Skills for CFOs and Controllers WEBCAST
-
Your Desk
4.0 Credits
Tips for being a balanced leader-manager. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires WEBCAST
-
Your Desk
1.0 Credits
Employee onboarding. Employee experience. Employee engagement. Communication. Leadership.
Emerging Issues in Financial Accounting WEBCAST
-
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.
Generative AI in Practice-Boost Efficiency and Profitability WEBINAR
-
Your Desk
2.0 Credits
Implementing AI for accounting automation. Enhancing auditing processes with AI tools. AI applications in tax compliance. Leveraging AI for business advisory services.
K2's Advanced Excel WEBCAST
-
Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
Effectively Responding to IRS Letters WEBCAST
-
Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real-world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them.
International Cross Border Transactions WEBCAST
-
Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
-
Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Resistance to Resiliency: Striving for Technology Change Acceptance WEBCAST
-
Your Desk
1.0 Credits
Strategic alignment model. Technology change acceptance.
Estate and Financial Planning for the Older Client WEBCAST
-
Your Desk
8.0 Credits
Medicare and health insurance options. Life insurance strategies for elders. Social security planning considerations. Medicaid planning and trusts. Retirement account optimization techniques. Tailored estate planning for older clients. Long-term care and housing alternatives. Gifting strategies in estate planning. Unique financial challenges of aging clients.
Neurodiversity & Productivity. Include More Minds to Make the Most of Your Time WEBCAST
-
Your Desk
1.0 Credits
Neurodiversity. Productivity. Leadership. Management. Communication. Inclusion. Culture. Empathy.
Business Consulting for CPAs WEBCAST
-
Your Desk
4.0 Credits
Define business consulting. Identify the types of management services your firm could offer. Learn how to become the trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant.
LLCs & S Corps - A Comparative Analysis WEBCAST
-
Your Desk
4.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers WEBCAST
-
Your Desk
1.0 Credits
Persuasion. Executive buy-in. Communication. Leadership.
AI Revolution: The Big Picture for CPAs WEBINAR
-
Your Desk
2.0 Credits
Overview of AI and its evolution in business. Deep dive into generative AI and its applications. Impact of AI on accounting, tax and finance sectors. Future trends and opportunities for CPAs. Preparing for the AI-driven business environment.