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CPE & Event Catalog

Showing 613 All Events Results

Season Ticket 25-26

Available Until

Coupon Book 25-26

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AI and You WEBCAST

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Your Desk

1.0 Credits

Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.

Prix Fixe: Economic Update: Believe What You are Experiencing, Not What You are Hearing WEBINAR

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Your Desk

1.0 Credits

U.S. and regional economies.

Balancing Employee and Employer Rights WEBCAST

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Your Desk

1.4 Credits

Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.

Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST

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Your Desk

1.0 Credits

Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.

The ABCs of Advisory Services WEBCAST

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Your Desk

2.0 Credits

Understanding the concept of integrated planning (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.

2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST

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Your Desk

4.0 Credits

Washington State statute and rules Update for 2025.

SSARS Practice Issues and Standards Update WEBCAST

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Your Desk

4.0 Credits

Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services.  Review of independence issues for SSARS services.  Overview of SSARS #21. Performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.

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.

Member Exclusive: Strategies for Effective Meetings WEBINAR

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Your Desk

1.0 Credits

How to create more inclusive and productive meetings. Effective communication styles. The importance of cultural sensitivity. How to ensure equitable participation and encourage constructive dissent.

Protecting Digital Data - More Important Now Than Ever Before WEBCAST

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Your Desk

4.0 Credits

Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices

CPA Exam Accelerator Virtual Fireside Chat - May Session Use Your Strengths

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Your Desk

0.0 Credits

Prix Fixe: An Overview of SECURE Act 2.0 WEBINAR

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Your Desk

1.0 Credits

Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.

A Better Way to Choose Your KPIs WEBCAST

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Your Desk

1.0 Credits

KPIs. Performance measures. Metrics.

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