CPE & Event Catalog
Performance Management - Hiring to Retiring WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Recruiting and staffing. Talent management. Employee relations.
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.
Proper Financial Accounting for S Corporations WEBCAST
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Your Desk
4.0 Credits
Deferred tax accounting for S Corporations. S elections and terminations. Financial accounting for capital stock and retained earnings. S corporation shareholders' equity. Tax vs financial accounting for Accumulated Adjustments Account. Financial accounting for loans to and from S shareholders.
Accounting and Reporting Long-Term Debt WEBCAST
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Your Desk
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more. Proper treatment of short-term obligations that are expected to refinance within the next 12 months. Revolving credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time. Differentiating between debt modifications and troubled debt restructuring. Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation.
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.
Better Forecasts: Be a Better Predictor WEBCAST
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Your Desk
2.0 Credits
Why an open mind and the ability to doubt helps make great predictions. Why it is better to be a fox than a hedgehog. How non-conformists change the world. How to focus on what matters. How to learn from the past without hindsight bias.
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.
Getting SASsy - A Look at Recent Auditing Standards WEBCAST
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Your Desk
1.0 Credits
Risk assessment. Quality management standards. Predecessor auditor inquiries. Group financial statement audits.
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism. Audit documentation basics. The audit risk model. Internal control fundamentals.
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements WEBCAST
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Your Desk
8.0 Credits
Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards. Understanding the quality control standards and guidance related to a CPA firm's responsibilities for its system of quality control. Explain the importance of establishing, applying, and monitoring quality control policies and procedures related to audit documentation.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
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.
Shorten Month-End - Closing Best Practices WEBCAST
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Your Desk
4.0 Credits
Trends in financial statement closings . Review and discuss information systems headaches that slow you down. Work through examples of close cycle time killers and how to resolve them. Get inventory and cost of sales under control. Identify the improvement projects that will yield the biggest benefit.
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.
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.
Cryptocurrencies for the CFO: Explaining Blockchain WEBCAST
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Your Desk
2.0 Credits
What are digital assets? Understanding cryptocurrencies. Understanding blockchain. NFT's (Non-Fungible Tokens), their role and impact. Explaining the crypto language.
State Tax Nexus: Frequently Awkward Questions WEBCAST
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Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments . Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
Key Tax Issues Facing Business and Industry WEBCAST
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Your Desk
4.0 Credits
Update and review of recent and key tax developments impacting business and industry. The all-important impending expiration/extension/renewal of the TCJA. Other recent legislative, judicial, and IRS developments impacting business taxpayers. Current status of Research and Experimentation costs and Interest Expense Limitation. Phaseout of Bonus Depreciation and MACRS issues. Travel and entertainment expense rules. Independent contractor vs. employee.
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts WEBCAST
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Your Desk
8.0 Credits
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type. Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details. The most common efficiency opportunities for tailoring your audit approach based on risk. How to use the workpaper review process as a tool for producing a more effective and efficient engagement. Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose. How to use the client to your advantage in planning and performing the audit. Learn how to get the engagement out the door on time and on budget.