CPE & Event Catalog
Five Amazing Business Books in 100 Minutes WEBCAST
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Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek, "Zero to One" by Peter Thiel, "American Icon" by Bryce Hoffman, "Slide:ology" by Nancy Duarte, and "Brain Rules" by John Molina.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Titans Report: Beyond The Update Individual & Business WEBCAST
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Your Desk
2.0 Credits
Tax Policy Outlook for 2026: proposals, possible revenue offsets, legislative challenges, administrative changes. How to help clients understand timeframes and possible changes. SECURE Act 1.0 and 2.0 Deep Dive.
Income Tax Planning for Bond Investments WEBCAST
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Your Desk
4.0 Credits
Active versus passive investing. Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax. The tax treatment of bonds purchased at a discount or premium. Bond swap and U.S. Savings Bond strategies.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? WEBCAST
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Your Desk
8.0 Credits
Preventing malpractice claims related to nonattest accounting services. Identifying and safeguarding independence threats when issuing attest reports. Establishing an understanding with the client regarding non-audit services. Defining the varying levels of responsibility for accountants performing non-audit services. Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations. Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements. Properly considering going concern, subsequent events, and other disclosure matters. Common issues related to peer reviews, including recurring reporting problems. Applying financial analysis best practices to help your clients better interpret their financial results.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
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Your Desk
2.0 Credits
EPB. Auditing.
Addressing Misconduct WEBCAST
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Your Desk
1.0 Credits
Insubordination. Personality and attitude problems. Generalized disparaging comments. Previously unaddressed conduct. Misconduct due to mental condition. Corrective action meetings and documentation. Attendance control.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer WEBCAST
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Your Desk
4.0 Credits
AICPA professional standards. EQCR expectations. Firm-specific considerations. Best practices for reducing the frequency of review points. Best practices for mitigating the severity of review points. Examples of common EQCR deficiencies. The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26. An interactive, hands-on EQCR simulation.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
PowerPoint: Tips & Tricks for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Exploration of tabs within PowerPoint's ribbon. Initial creation of a slide deck. Using slide masters. Utilization of external content. SmartArt. Alignments and layouts. Tips and tricks for efficiency. Best practices for effective presentation delivery. Other creative uses for PowerPoint.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
K2's Taking Another Look At PDFs WEBCAST
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Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
Prix Fixe: Charitable Registration: What Does it Take to be Compliant? WEBINAR
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Your Desk
1.0 Credits
State charitable registration requirements. How to manage registrations.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.