CPE & Event Catalog
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
-
Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Balancing Employee and Employer Rights WEBCAST
-
Your Desk
1.0 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
An In-Depth Understanding of the Generation Skipping Transfer Tax WEBCAST
-
Your Desk
2.0 Credits
Overview of the GST tax and its policy purpose. Direct skips, taxable terminations, and taxable distributions. Skip persons and treatment of trusts as skip persons. Application of the GST exemption and inclusion ratio. Timely, late, and retroactive GST allocations. Formula-based exemption allocations. Planning strategies for GST tax minimization. Filing considerations for Forms 706 and 709.
Risk Wrangling: Surviving the Modern Business Rodeo WEBCAST
-
Your Desk
2.0 Credits
Risk is the common thread in an evolving landscape. Risk assessment. Responding to assessed risks. Auditing standards. Other insights from AICPA guidance. Fraud considerations. The role of analytics. Financial reporting considerations. Risk mitigation.
Dashboard and Report Design Principles Using Excel WEBCAST
-
Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
-
Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. GAAP accounting changes. The speed of change and complexity. Recognizing and fixing the top five accounting problems and errors. Balancing strategy with our day-to-day roles.
Taxation of Business Entities WEBCAST
-
Your Desk
2.5 Credits
Types of business entities. Considerations in choosing a business entity. Future tax considerations that will impact various business entities.
How AI Is Automating Internal Control WEBINAR
-
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.
Navigating IRS Collections: The Collection Process WEBINAR
-
Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
-
Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Shortcuts to Personal and Professional Success WEBCAST
-
Your Desk
8.0 Credits
What really leads to success in the modern world. Mastering the art of communication. The magic of motivation. Overcoming your fears. What makes people really happy and what doesn't.
State of AI WEBCAST
-
Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
-
Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Comprehensive Partnership Taxation Form 1065 WEBCAST
-
Your Desk
8.0 Credits
Special and targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions including the impact of hot assets. Transfer of partnership interests. Issuance of partnership interests to service partners.
Financial Reporting Fundamentals WEBCAST
-
Your Desk
8.0 Credits
Financial statements, disclosures and presentations. Review of two Annual Financial Reports: IFRS and U.S. GAAP.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
-
Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Resolving Ethical Dilemmas—You Make the Call WEBCAST
-
Your Desk
1.5 Credits
Ethical frameworks. Threats and safeguards to objectivity and independence.
Estimates, Contingencies and Going Concern WEBCAST
-
Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Introduction to Amplified Management Practice (AMP) WEBCAST
-
Your Desk
2.5 Credits
Critical mindsets. Translating customer needs into actionable goals. Organizing people, tools, and inputs for efficient execution. Turning organizational challenges into opportunities.
The Power of a Good Story! WEBCAST
-
Your Desk
4.0 Credits
The 3 elements of storytelling. Three real world examples. Ten thoughts for the road.