CPE & Event Catalog
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Metrics Management – Linking Strategy to Performance WEBCAST
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Your Desk
2.0 Credits
Why strategy succeeds or fails based on measurement. The relationship between mission, strategy, and metrics. Financial versus non-financial performance measures. Common measurement pitfalls and micromanagement risk. Balanced Scorecard perspectives and strategy maps. Linking critical success factors to KPIs. Ownership and accountability for metrics. Using metrics to drive organizational focus.
2026/27 Governmental Auditing Update: Yellow Book and Uniform Guidance WEBCAST
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Your Desk
2.0 Credits
2024 Yellow Book revisions and implementation updates. Quality management and key audit role changes. GAO implementation delay and audit planning implications. Green Book updates and internal control considerations. 2024 Uniform Guidance overhaul. Single Audit requirement updates. AICPA GAS/Single Audit Guide - Appendix B changes.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over Again WEBCAST
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Your Desk
2.0 Credits
The strategy-execution gap . Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
Fraud’s Greatest Hits! WEBCAST
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Your Desk
3.0 Credits
Types of fraud. COSO fraud risk management guide. Techniques for detecting fraud. Discussion of accounting fraud cases.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges. Qualified third party intermediaries.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions WEBCAST
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Your Desk
1.2 Credits
Understanding burnout and its warning signs. Stress reduction techniques. Building resilience. Boundary-setting. Energy management. Physical wellness strategies. Personalized action plan development.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
Schedule C of Form 1040 WEBCAST
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Your Desk
2.0 Credits
When Schedule C applies. Cash v. accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization WEBCAST
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Your Desk
1.0 Credits
Creative thinking. Productivity. Neurodiversity. Inclusion. Employee retention.
Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.