CPE & Event Catalog
Building Security and Efficiency with Internal Control WEBINAR
-
Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
Internal Control Changes for Remote Workers WEBINAR
-
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.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
-
Your Desk
2.0 Credits
The ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.
CORE Series: Building an AI Governance Infrastructure That Stakeholders Trust WEBINAR
-
Your Desk
1.0 Credits
Building and AI governance infrastructure.
Corporate Transparency Act Developments WEBINAR
-
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.
The CFO Who Went to Prison WEBINAR
-
Your Desk
2.0 Credits
The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.
Fundamentals of Form 1040 -- Individual WEBINAR
-
Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
AI and Accounting in Manufacturing WEBINAR
-
Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
ChatGPT and Advanced Accounting Research WEBINAR
-
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.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
-
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.
Accounting for Revenue under ASC 606 and Final PIR Report Findings WEBCAST
-
Your Desk
2.0 Credits
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606. The FASB’s five-step revenue recognition model, including hands-on examples and illustrations of the guidance. Presentation and disclosure requirements. Lessons learned and best practices for improving business processes related to revenue recognition going forward. Results of the FASB’s Stage 3 Post-Implementation Review report.
Fundamentals of Form 1040 -- Business WEBINAR
-
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.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
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.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
-
Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
Supervision/Management Competencies: An Ethical Approach WEBINAR
-
Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
Will Your Ethics Be Burned by Burnout? WEBINAR
-
Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Schedule K-1: What is it and What do I do with it? WEBINAR
-
Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Schedules K-2 and K-3 requirements.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
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.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
-
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.
Lease Implementation for Private Entities WEBCAST
-
Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.