CPE & Event Catalog
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.
Corporate Transparency Act Developments WEBINAR
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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.
K2's Data Analytics For Accountants And Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
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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.
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
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Your Desk
2.0 Credits
Assessment of the current cybersecurity threat level and vulnerabilities. Developing your WISP (Written Information Security Program). Deploying a password management app to fortify the security of your login credentials. Implementing an incident response plan to minimize the damage from a cybersecurity attack. Understanding the role of cybersecurity insurance
Smart Formula Selection in Excel: What to Use When WEBINAR
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Your Desk
2.0 Credits
Introduction to strategic formula use. Common traps. How excel offers multiple ways to solve the same problem and how to pick wisely. Conditional logic and branching tools. When to simplify logic and how to avoid nested nightmares. Summarizing data. Filtering and output control. Custom output and decision trees. Embedded variables and reusability. Using LAMBDA with LET to create custom functions. Simplifying and documenting complex calculations. Best practices for formula selection. Tips for avoiding overengineering and formula bloat.
Fraud Case Studies: 21st Century Professional Misbehavior WEBINAR
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Your Desk
4.0 Credits
Salient provisions the AICPA Code of Professional Conduct. Examination of actual frauds. Discussion of internal controls that could have prevented or mitigated actual frauds. Contemplation of epiphanies for your own professional scenarios. Implications for professional conduct and compliance with professional standards.
Retaining Top Talent: Strategies for CPA Firms WEBINAR
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Your Desk
1.0 Credits
The true cost of turnover versus retention investment. Research findings on why professionals leave or stay. Whole person retention strategies beyond compensation. Work-life balance solutions that maintain productivity. Career development paths for non-partner track professionals. Business model transformations for sustainable staffing. Technology and outsourcing strategies to reduce burnout. Retention strategies specific to diverse talent and younger professionals.
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.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
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.
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.
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.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
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Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
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.
Create Measures in Power BI that Define Your Metrics WEBINAR
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Your Desk
4.0 Credits
Introduction to DAX. Advanced DAX formulas. Time Intelligence in DAX. Measures with DAX. Using PivotTables for measure validation.
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.
2026-27 Not-for-Profit GAAP Update WEBINAR
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Your Desk
1.0 Credits
Recently issued Financial Accounting Standards Board Accounting Standards Updates impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The International Non-Profit Accounting Standards - the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.