CPE & Event Catalog
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls WEBCAST
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Your Desk
2.0 Credits
Why most equity compensation plans fail. Complexity of GAAP accounting for equity compensation plans. Tax implications of equity compensation plans. How an equity compensation plan should be administered. Compliance issues to consider. Recommendations to design a better equity compensation plan.
Securing Your Data with a Password Management App WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
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.
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.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
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.
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs WEBCAST
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Your Desk
2.0 Credits
Championing the role of innovation in the workplace. Crisis management. The roles we take on and differences between the roles we are assigned. Current and future trends and expectations for financial leaders and CFOs. Top ten crucial skills for 2035 from the Far Side's wisdom.
The Future of Work - Winning Talent Strategies WEBCAST
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Your Desk
1.2 Credits
Recruiting. Engagement. Leadership. Compensation. Culture. Communication. Career paths. Talent development.
ChatGPT for Accountants: 50Plus Use Cases WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.
Enact Retaliation Abatement and Monitoring Measures WEBCAST
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Your Desk
1.0 Credits
Retaliation prevention. Retaliation monitoring. Speak up culture. Ethical culture.
From Numbers to Narratives: Mastering Data Analysis for CPAs WEBINAR
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Your Desk
2.0 Credits
The evolving role of CPAs in a data-driven world. Why data analysis matters for CPAs. Key data analysis skills and concepts for CPAs. Leveraging Microsoft 365 tools for data analysis. Building a data analytics mindset.
No Tax on Overtime: Payroll Compliance WEBCAST
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Your Desk
2.0 Credits
Overview of FLSA overtime provisions. Definition of a workweek and the 40-hour threshold. Time-and-a-half requirements and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Components of the regular rate of pay. Treatment of bonuses, commissions, and other compensation. Step-by-step overtime calculation examples. Common compliance pitfalls and audit risk. Documentation and payroll system considerations. Case studies involving misclassification and miscalculation.
Communicate Financial Concepts to Non-Accountants WEBCAST
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Your Desk
2.0 Credits
The math literacy barrier. The financial literacy barrier. What to say and how to say it. Communicating ideas graphically.
How to Audit Expenses and Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
Introverts Have Real Power, Why Quiet Leaders are So Successful WEBCAST
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Your Desk
2.0 Credits
What are the signs of an introvert? Why do we seek out extroverts? How do we communicate? Introvert characteristics. Secrets of public speaking for introverts. How to help your introverted child. Playing to an introvert's strengths.
OBBA 2025 Unpacked: Impact for Taxpayers and Business Owners WEBCAST
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Your Desk
4.0 Credits
An overview of provisions of existing law extended, made permanent with or without substantial changes. New law provisions for individuals and businesses. Review of existing law provisions that have been repealed.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
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Your Desk
2.0 Credits
Overview of financial metrics. Ratios versus key performance indicators. Purpose and use of metrics. Balance sheet metrics. Cash flow and liquidity metrics. Profitability metrics. Operational metrics. Use of metrics in analysis.