CPE & Event Catalog
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Accounting for Software WEBCAST
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Your Desk
2.0 Credits
Master the accounting for software costs under U.S. GAAP. Navigate capitalization, amortization, and impairment with confidence. Understand the full lifecycle of internal-use software accounting. Stay current on ASU 2025-06 and emerging guidance. Apply accounting rules to SaaS, cloud computing, and website development costs.
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.
Partnerships: How to Calculate Partner Basis WEBCAST
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Your Desk
2.0 Credits
Calculation of basis when the entity is formed, including the impact of contributed property. How to calculate partnership tax basis capital accounts. Explains the use of both inside and outside basis determination. Clarifies how partnership debt impacts tax basis. Discusses how distributions affect basis. Explains how basis is impacted by sale and/or liquidation of the partnership interest. Comprehensive examples to illustrate the mechanics of the basis determination process
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.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
Data Analytics: Practical Insights for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Apply new effective tools in business processes. Better understand how to use data analytics in public accounting engagements. Identify popular software packages that may be useful for accomplishing data analytics.
S Corporations – Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
Forensic Accounting: Crafting Expert Reports WEBINAR
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Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
Maintaining a Harmonious Working Environment WEBCAST
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Your Desk
1.0 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measure. Survival tactics in active violence situations.
Implementing and Maintaining an Internal Control System WEBINAR
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Your Desk
8.0 Credits
The control creation and implementation basics. Implementation and updating procedures for an internal control system. Maintaining existing internal controls.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality types. Communication. Uses of AI in the work place.
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.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Money Laundering 101 for CPAs WEBINAR
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Your Desk
4.0 Credits
The theory of money laundering. Common money laundering statutes. Examples from court cases of money laundering statutes. Common occurrences with CPAs. Possible money laundering transactions. Applying the money laundering statutes in real life scenarios.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 1 WEBCAST
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Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.