CPE & Event Catalog
Securing Your Data with a Password Management App WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
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Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
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.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
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.
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.
How to Audit Expenses and Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
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.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
2.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
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.
CORE Series: Understanding the Fundamentals of Single Audits WEBINAR
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Your Desk
1.0 Credits
How single audits work. How major programs are determined. Where to locate and interpret key guidance.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
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.
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.
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
All About Fraud - Examples, Prevention and Auditing WEBINAR
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Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.