CPE & Event Catalog
Practical Accounting Update WEBCAST
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Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Analytical Procedures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits. The required elements of a substantive analytic procedures to address detection risk. Tips and traps of applying an analytic approach to satisfy audit objectives. Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
K2's Advanced Topics In Power BI WEBCAST
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Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
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Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
Bears Will Be Bears - Fraudsters Too WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Reviewing Partnership Tax Returns: What Are You Missing? WEBCAST -
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Your Desk
4.0 Credits
Common errors made involving Form 1065, Schedules Kand K-1, Schedules M-1 and M-2. Calculating recourse and nonrecourse liabilities. Partner inside and outside basis. Partner's capital account analysis. Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, and 743(b).
Managerial Accounting: Your Prescription for Better Decision Making WEBCAST
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Your Desk
4.0 Credits
Target profit and break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
Businesses Receiving Government Assistance WEBCAST
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Your Desk
2.0 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses. Answers to common questions.
Business Tax Update: OBBA and Recent Developments WEBINAR
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Your Desk
2.0 Credits
Recent legislation impacting business taxpayers. The One Big Beautiful Bill Act. Extenders legislation update. Meals and entertainment expense reporting. Partnership and S corporation update. Income and deductions.
Critical Thinking Skills: Prevent Mistakes Now WEBCAST
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Your Desk
2.0 Credits
Critical thinking. Communication.
Fundamentals of Form 1040 -- Individual WEBINAR
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Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
AI Risk Fundamentals: Understanding Emerging Tech Threats WEBCAST
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Your Desk
1.0 Credits
AI landscape risks. Core AI technologies. Security vulnerabilities. Privacy concerns. Assessment frameworks.
Reviewing S Corporation Tax Returns: What Are You Missing? WEBCAST -
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Your Desk
4.0 Credits
Common errors made involving Form 1120-S, Schedule K-1, Schedules K-2 and K-3, Schedule L, Schedules M-1 and M-2, Form 4562, and Form 4797.
Lease Implementation for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Planning for Small Business Success WEBCAST
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Your Desk
4.0 Credits
The integrated planning model. The strategic plan. Linkage with Performance Based Management. Tracking success. Real world examples.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.