CPE & Event Catalog
AI In Audit and Financial Reporting WEBCAST
-
Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
Revenue Recognition - Allocate the Transaction Price WEBCAST
-
Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Implementing and Maintaining an Internal Control System WEBINAR
-
Your Desk
8.0 Credits
The control creation and implementation basics. Implementation and updating procedures for an internal control system. Maintaining existing internal controls.
Strategic CFO – Developing Strategy and the Why WEBCAST
-
Your Desk
2.0 Credits
What strategy really means and who is involved in developing it. Common reasons strategic plans fail and how to avoid them. Cost leadership, differentiation, and niche strategies. Using metrics, KPIs, and the Balanced Scorecard to measure success. The role of non-financial drivers in financial performance. Benchmarking and competitive analysis. Aligning mission, culture, and strategy. Case discussions on strategy execution and performance measurement.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
-
Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
Federal Disasters - How to Deduct Personal Casualty Losses WEBCAST
-
Your Desk
1.0 Credits
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025. Comparison of personal use casualties with business/investment casualties. When to claim casualty losses. How to postpone casualty gains. Filled-in forms examples. Time limits for amended returns.
Conflict Resolution and Effective Communication Training WEBCAST
-
Your Desk
1.2 Credits
Communication. Conflict resolution.
ProActive Response Group De-Escalation Training WEBCAST
-
Your Desk
1.2 Credits
Definition of de-escalation. Recognizing anger. Situational awareness. LOWLINE technique. MR EBS technique. Posturing. Controlling the environment.
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.
Relationship Networking: The Art Of Conversation WEBCAST
-
Your Desk
1.0 Credits
Networking. Relationship management.
Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
-
Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with employee stock ownership plans.
Crypto, Blockchain and Taxes WEBCAST
-
Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Build Better Budgets: Fundamental Techniques WEBCAST
-
Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
Tax Implications of Retirement Plan Distributions WEBINAR
-
Your Desk
1.0 Credits
Required minimum distributions for a deceased's heirs. 2025 retirement plan contribution limits. Required minimum distributions and contributions to charity. Key provisions of Secure Act 2.0.
Preparing to be a Forensic Accountant - Cloud Forensics WEBCAST
-
Your Desk
1.4 Credits
Forensic accounting. Accounting. Auditing. Finance.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
-
Your Desk
4.0 Credits
Tools for FSA. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls WEBCAST
-
Your Desk
2.0 Credits
Why most equity compensation plans fail. Complexity of GAAP accounting for equity compensation plans. Tax implications of equity compensation plans. How an equity compensation plan should be administered. Compliance issues to consider. Recommendations to design a better equity compensation plan.
Securing Your Data with a Password Management App WEBINAR
-
Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
-
Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.