CPE & Event Catalog
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
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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.
Partnership Essentials: Review and Update WEBCAST
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Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Section 461(l) Excess Business Losses and Section 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and remedial methods. Effect on financial capital accounts. Tax basis capital accounts.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
CFO Series: AI in the Digital World WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn’t build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them. Creating sustainable, people-focused AI practices that build trust.
Metrics Management – Measuring Performance in the Real World WEBCAST
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Your Desk
2.0 Credits
Measuring performance using output and unit-based metrics. Identifying what truly causes work. Controllable versus non-controllable costs. Assignments versus allocations of overhead. Creating financial metrics tied to operations. Benchmarking as a performance improvement tool. Industry-specific metric examples. Using metrics to eliminate waste and inefficiency.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Corporate Fraud Risk and Investigations WEBCAST
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Your Desk
4.0 Credits
Types of corporate fraud. Introduction to fraud risk. Fraud risk prevention programs. Fraud investigations.
Planning for Small Business Success WEBCAST
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Your Desk
4.0 Credits
The integrated planning model. The strategic plan. Linkage with Performance Based Management. Tracking success. Real world examples.
Accounting Industry Update WEBCAST
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Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
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.
Corporate Transparency Act Developments WEBINAR
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Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Metrics Management – Dashboards, Performance Tools, and Open-Book Management WEBCAST
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Your Desk
2.0 Credits
Business Performance Management (BPM) concepts and tools. Designing effective dashboards and scorecards. Using color, visuals, and layout to improve understanding. Common reporting and dashboard failures. Asking the right questions: what happened, why, and what's next. Open-book management principles and requirements. Linking metrics to incentives and behavior. Building trust through transparency and clarity.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Scared Straight: White Collar Crime and Beyond WEBCAST
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Your Desk
2.0 Credits
Fraud prevention. Accounting.
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.
Introduction to Single Audit WEBCAST
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Your Desk
2.0 Credits
Uniform Guidance requirements for Single Audits. Performance and reporting standards unique to Single Audits. Internal controls over compliance. Structure and use of the Compliance Supplement. Federal program compliance requirements. Reporting considerations in a Single Audit.
Public Procurement Basics: Protecting the People's Money WEBINAR
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Your Desk
2.0 Credits
Guidelines and requirements that will help lead you to public procurement success. Guidance on how governments can meet complicated procurement needs. Best practices to protect public and Federal funds.