CPE & Event Catalog
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
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Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. GAAP accounting changes. The speed of change and complexity. Recognizing and fixing the top five accounting problems and errors. Balancing strategy with our day-to-day roles.
Taxation of Business Entities WEBCAST
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Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Future tax considerations that will impact various business entities.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Navigating IRS Collections: The Collection Process WEBINAR
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Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
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Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Shortcuts to Personal and Professional Success WEBCAST
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Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Comprehensive Partnership Taxation Form 1065 WEBCAST
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Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Financial Reporting Fundamentals WEBCAST
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Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two Annual Financial Reports: IFRS and U.S. GAAP.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Resolving Ethical Dilemmas—You Make the Call WEBCAST
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Your Desk
1.5 Credits
Ethical frameworks. Threats and safeguards to objectivity and independence.
Estimates, Contingencies and Going Concern WEBCAST
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Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Introduction to Amplified Management Practice (AMP) WEBCAST
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Your Desk
2.5 Credits
Critical mindsets. Translating customer needs into actionable goals. Organizing people, tools, and inputs for efficient execution. Turning organizational challenges into opportunities.
The Power of a Good Story! WEBCAST
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Your Desk
4.0 Credits
The 3 elements of storytelling. Three real world examples. Ten thoughts for the road.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
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Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.
Devious Ethics: Avoiding Snakes in Suits WEBCAST
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Your Desk
2.0 Credits
Discuss psychopathy's symptoms. Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules. Look at precautions you should take when considering a new boss or employee. Help identify someone who might con you or your company.
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.
CPAs and Addictions: Finding Hope and Healing WEBCAST
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Your Desk
2.5 Credits
Prevalence of substance abuse and depression among CPAs compared to the general population. Factors that cause CPAs to be particularly susceptible to drug and alcohol abuse and mental health issues. Identifying reasons why CPAs are reluctant to seek help. Resources available for CPAs seeking help. Support role that friends, loved ones and colleagues can play.