CPE & Event Catalog
CORE Series: Inside the Cybersecurity Playbook: Defending Your Business in the Digital Age WEBINAR
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Your Desk
1.0 Credits
Common threat vectors. The distinction between breaches and compromises. The importance of layered security strategies.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Building a Better Budget in a Time of Uncertainty WEBINAR
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Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Best-in-Class Internal Controls: Best Practices for Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Define and explore the basic concepts, myths and facts of internal controls. Examine typical control types. Identify why controls fail. Identify a framework to develop the right balance of internal controls. Discuss internal controls in the digital age. Examine the variances and considerations of automated vs. manual controls. Evaluate the concept of IT controls.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
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.
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
Creating A Coaching Leadership Style WEBCAST
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Your Desk
3.0 Credits
What the coaching leadership style. Coaching leadership style competencies. Solution focused coaching framework. Leadership competency pillars. Historical and current views of coaching. Coaching culture definition and framework. Coaching results. Measuring success of coaching.
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.
Numbers to Narrative: Storytelling in Business Communication WEBINAR
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Your Desk
1.0 Credits
Role of narrative in professional communication. Narrative arcs in business contexts. Integrating data within a structured story. Defining tension and resolution logically. Maintaining accuracy while improving clarity. Application of storytelling framework to a workplace scenario.
Preparing to be a Forensic Accountant - Focus on Network Forensics WEBCAST
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Your Desk
1.5 Credits
Forensic accounting. Accounting. Auditing. Finance.
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
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Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
Forms 7217 and 7203 WEBCAST
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Your Desk
2.0 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash. Basis of property received in a partnership distribution. Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting. Organization and structure of the new Form 7217. Who must file Form 7203. Determining the S corporation shareholder’s initial basis in his or her stock. Basis limitations on partnership losses and deductions. Organization and structure of Form 7203 — understanding the three parts of Form 7203. Filing criteria for Form 7203. Calculating an S corporation shareholder’s share of S corporation deductions and credits. Understanding stock and debt basis.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
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Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
The CPA as Strategic Advisor: Leading the Client Advisory Team WEBCAST
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Your Desk
4.0 Credits
The CPA as team leader. Roles of key advisory professionals. Identifying cross-disciplinary planning opportunities. Coordinating planning strategies. Communication and collaboration. Structuring advisory relationships. Risk and professional responsibility.
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.
Risk Wrangling: Surviving the Modern Business Rodeo WEBCAST
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Your Desk
2.0 Credits
Risk is the common thread in an evolving landscape. Risk assessment. Responding to assessed risks. Auditing standards. Other insights from AICPA guidance. Fraud considerations. The role of analytics. Financial reporting considerations. Risk mitigation.