CPE & Event Catalog
All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Auditing. Fraud.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
Prix Fixe: Navigating Oil, Gas and Alternative Investments WEBINAR
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Your Desk
1.0 Credits
How investment structures are formed, key due diligence practices, and strategies for asking the right questions to evaluate opportunities effectively.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant, and more.
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.
Common Yellow Book & Single Audit Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. Yellow book. COVID-related funds.
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Fiduciary Accounting & Tax Planning for Estates & Trusts WEBCAST
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Your Desk
4.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting. 3. 8% Net Investment Income. Form 1041 - Schedule I. Section 645 Election. Simple or complex trusts.
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why important things don't get done on a timely basis, and what to do about it. Five ways to increase productivity that almost no one ever uses. The four proven ways to keep yourself and your staff motivated to consistently work at the highest level. How to avoid feeling stressed out, even though your to do list is endless. The three time management techniques that you're not using that are critical to your success. How to know and avoid what is a poor use or waste of your time. How to set goals that excite you, and how to guarantee they actually get done. Three ways to elicit help from others that ensure their cooperation and help. The smart things to do with the extra time you'll have when you're on top of it all.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
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Your Desk
4.0 Credits
AICPA Code of Professional Conduct. Understand factors that allowed selected frauds to occur. Recognize controls that may have prevented or mitigated selected frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors. Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Sect. 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
Financial Statement Analysis for Managers WEBCAST
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Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Preparation, Compilation, and Review Engagements: Update and Review WEBCAST
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Your Desk
4.0 Credits
Overview of preparation. Compilation. and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Effective Governance for Nonprofit Success WEBCAST
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Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
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Your Desk
2.0 Credits
EPB. Auditing.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with ai. Investment analysis enhanced by ChatGPT.