CPE & Event Catalog
Smart Formula Selection in Excel: What to Use When WEBINAR
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Your Desk
2.0 Credits
Introduction to strategic formula use. Common traps. How excel offers multiple ways to solve the same problem and how to pick wisely. Conditional logic and branching tools. When to simplify logic and how to avoid nested nightmares. Summarizing data. Filtering and output control. Custom output and decision trees. Embedded variables and reusability. Using LAMBDA with LET to create custom functions. Simplifying and documenting complex calculations. Best practices for formula selection. Tips for avoiding overengineering and formula bloat.
Forensic Accounting: Finding Hidden Treasure in Tax Returns WEBINAR
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Your Desk
4.0 Credits
The rules of IRS disclosure of tax information. Understanding the role of IRS transcripts. Interpreting the actions of the IRS in transcripts. FOIA requests. Analyzing tax information and returns for financial leads.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience WEBCAST
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Your Desk
1.0 Credits
Leadership. Professional development. Time management.
1065 – Understanding Partnerships Tax Returns WEBCAST
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Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
How to Audit Accounting Estimates WEBINAR
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Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
Clear, Kind, and Accountable: A Leader’s Guide to Boundaries, Coaching, and Real Conversations WEBCAST
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Your Desk
1.0 Credits
Conflict management. Difficult conversations. Psychological safety.
Hot Topics Accounting Update - 2026 WEBINAR
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Your Desk
2.0 Credits
New accounting standards. The impact on financial reporting. Hot topics in financial reporting. Current and emerging US GAAP requirements.
Retaining Talent in a Competitive Marketplace WEBINAR
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Your Desk
4.0 Credits
Decision making theory compensation and employee satisfaction. What benefits do employees care about? Retirement plan basics. Health insurance basics. Disability insurance basics. Life insurance basics. Fringe benefits. Summing it up.
Business Partnerships: Managing Supplier Relationships WEBINAR
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Your Desk
1.0 Credits
Overview of supplier contracts. Case studies of successful and not-so-successful supplier relationships. Risk potentials.
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job WEBCAST
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Your Desk
2.0 Credits
Resolving conflict.
Global Internal Audit Standards – Overview and Contrast to 2017 International Professional Practices Framework (IPPF) WEBCAST
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Your Desk
1.6 Credits
Accounting. Internal controls. Internal audit standards.
Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Apply new effective tools in business processes. Better understand how to use data analytics in public accounting engagements. Identify popular software packages that may be useful for accomplishing data analytics.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
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Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
Introduction to Risk Assessment WEBINAR
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Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
Financial Accounting for Related Party Transactions WEBCAST
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Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
ChatGPT for Accountants: 50Plus Use Cases WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.