CPE & Event Catalog
CORE Series: Leveraging Generative AI in Nonprofit Financial Reporting WEBINAR
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Your Desk
1.0 Credits
AI’s strengths and limitations. Strategies for adapting financial messaging to different stakeholders. Best practices for securely engaging AI tools with confidential data.
Preparing and Writing Findings in Yellow Book and Single Audits WEBCAST
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Your Desk
4.0 Credits
The types of audit findings reported in Yellow Book and single audit engagements. The finding elements required by the GAO and OMB standards. Where audit findings get communicated in the reporting process.
Defining Where and Why Internal Controls are Needed WEBCAST
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
CORE Series: Going Public: Practical Lessons from the IPO Journey WEBINAR
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Your Desk
1.0 Credits
The transition from a private to a public company environment.
You’ve Got This: An Introduction to Yellow Book and Single Audits WEBCAST
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Your Desk
4.0 Credits
What’s included (and excluded) in a Yellow Book audit. Key qualification, performance, and reporting standards under the Yellow Book. How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting. Fundamentals of testing internal controls over compliance and performing compliance testing.
Combating Internal Fraud WEBCAST
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Your Desk
2.0 Credits
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
WSCPA Town Hall - May WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
Artificial Intelligence for Accounting and Finance WEBCAST
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Your Desk
2.0 Credits
Frameworks for incident response. Case studies of notable AI-powered cybersecurity incidents. Practical tips for financial professionals to manage crises. Post-incident analysis and lessons learned. Building organizational resilience through continuous improvement.
CORE Series: Small Firm Strategy: What Works, What Doesn’t, and What to do Differently WEBINAR
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Your Desk
1.0 Credits
Managing growth and capacity. Refining service offerings. Navigating risk.
Fraud Case Studies: Schemes and Controls WEBCAST
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Your Desk
4.0 Credits
Recent fraud cases. Common fraud schemes perpetrated by those within and outside victim organizations. Consider the lessons learned. Best practices to further our fraud prevention.
Introduction to Preparation Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of preparation engagements under SSARS, how preparation engagements differ from compilations, reviews, and bookkeeping. Required elements of the engagement letter. Management’s responsibilities vs. the accountant’s responsibilities. Preparing financial statements in accordance with the chosen reporting framework. Required labeling of each page of the financial statements. When notes may be omitted and how to disclose this. Situations that fall outside a preparation engagement. Documentation requirements for basic compliance.
The Needed Focus on Cyber-Security WEBCAST
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Your Desk
2.0 Credits
Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals WEBCAST
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Your Desk
2.0 Credits
Establishing and administering a Trump Account. Who can make contributions to a Trump Account. Limits on contributions to a Trump Account. Employer contributions to a Trump Account. Participation in the pilot program that a Trump Account can invest in. Basis tracking for after-tax contributions. Taxation of distributions from a Trump Account. Rolling a Trump Account into another account. The potential advantages and disadvantages of having a Trump Account. Opting out of a Trump Account. Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18.
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation WEBCAST
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Your Desk
2.0 Credits
Introduction to the OIC program, Types of OICs. Eligibility criteria. Financial analysis. Offer amount calculation. Preparing Forms 656 and 433-A(OIC)/433-B(OIC). Supporting documentation and strategy. OIC submission and IRS review process. Appeals and negotiation techniques. Best practices and common pitfalls. Real-world scenarios and case studies.
Surgent's Federal Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act. Comprehensive coverage of business provisions of the One Big Beautiful Bill Act. Qualified Small Business Stock Exclusion. The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges and employer reporting responsibilities. Timely coverage of breaking tax legislation. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Introduction to Review Engagements WEBCAST
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Your Desk
2.0 Credits
Purpose and scope of review engagements under SSARS, AR-C Section 90. Basic performance requirements, including inquiries and analytical procedures. Establishing an understanding with the client. Fundamental documentation requirements. Management’s responsibilities vs. the accountant’s responsibilities. Overview of the management representation letter. Introduction to going-concern considerations. Key elements of the review report.
2027 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.