CPE & Event Catalog
Advanced ChatGPT for Accountants WEBINAR
-
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.
Controls to Secure the Growing Digital Footprint WEBINAR
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Business Partnerships: Managing Supplier Relationships WEBINAR
-
Your Desk
1.0 Credits
Overview of supplier contracts. Case studies of successful and not-so-successful supplier relationships. Risk potentials.
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.
Profiles in Fraud WEBINAR
-
Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
Coping with the Growth of Online Fraud WEBINAR
-
Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
-
Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI). Historical evolution. Investigative techniques and tools. Importance of IRS CI. Training of CI agents. Process of investigations.
The Leadership Skills of Tomorrow: Delegate and Listen WEBINAR
-
Your Desk
2.0 Credits
Three levels of listening. Strategies to remain focused. Building trust through listening. Tactics to practice the Titanium Rule. Delegating with confidence. Establishing an accountability system.
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.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
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
Forgotten Managerial Accounting Tools for CPAs WEBINAR
-
Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
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.
How to Audit Accounting Estimates WEBINAR
-
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.
Defining Where and Why Internal Controls are Needed WEBCAST
-
Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
Compilation, Preparation and Review Basics and Peer Reviews WEBINAR
-
Your Desk
2.0 Credits
Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements. New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Common peer review findings. Practice tips for high-quality engagements.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
-
Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
CORE Series: Going Public: Practical Lessons from the IPO Journey WEBINAR
-
Your Desk
1.0 Credits
The transition from a private to a public company environment.
2026-27 Annual Update for Accountants and Auditors WEBINAR
-
Your Desk
4.0 Credits
Key accounting and auditing developments affecting accountants and auditors across industries. Recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Recent and proposed standards affecting audit, attestation, and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud, and SAS No. 149 addressing group audits.
AI Lessons Learned for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.