CPE & Event Catalog
Analytical Procedures: Practical Applications and Standards WEBCAST
-
Your Desk
2.0 Credits
Analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology) WEBCAST
-
Your Desk
1.0 Credits
Forensic accounting. Accounting. Auditing. Finance.
Corporate Finance Technology Selection: Practical Frameworks WEBINAR
-
Your Desk
1.0 Credits
The changing finance technology landscape. AI definitions. Five common challenges in finance tech projects and how to address them. Vendor evaluation scorecard. Five-year total cost framework. Four-phase implementation roadmap with checkpoints and red flags.
No Tax on Overtime: Payroll Compliance WEBCAST
-
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.
CORE Series: Leveraging Generative AI in Nonprofit Financial Reporting WEBINAR
-
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 to be a Forensic Accountant - Focus on Network Forensics WEBCAST
-
Your Desk
1.5 Credits
Forensic accounting. Accounting. Auditing. Finance.
ChatGPT for Accountants: 50Plus Use Cases WEBINAR
-
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.
The Future of Audit: Technology, Talent and Transformation WEBINAR
-
Your Desk
1.0 Credits
Explore AI, blockchain, and data analytics impact on audits. Address talent crisis through retention and upskilling strategies. Navigate PCAOB standards and regulatory sandbox concepts. Expand audits to include ESG and nonfinancial metrics. Implement technology solutions for firms of all sizes.
Profitability Pricing: Boost your Bottom Line WEBCAST
-
Your Desk
2.0 Credits
Competitive bids. Achieving target profitability.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board and C-Suite WEBCAST
-
Your Desk
2.0 Credits
The importance and structure of the cash flow statement. Understanding operating, investing, and financing activities. Presenting the statement using the Sources and Uses approach. How to tell the business story through cash flows and alternative reporting methods. Identifying key drivers of cash and liquidity. Bridging the gap between accrual accounting and understanding cash. Communicating effectively with CEOs, boards, and non-financial stakeholders.
Smarter Tax Services with AI Tools WEBINAR
-
Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.
Guide to Deducting Travel, Meals and Entertainment Expenses WEBCAST
-
Your Desk
4.0 Credits
Recent tax legislation, rules and developments impacting travel and meals expense reporting. Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses. Reporting travel expenses: travel status, simplified per diem. Directly related to and associated with tests. Facility vs. activity expenses. Nine exceptions to Section 274. Business meals.
Mastering Rapport Skills for Fun and Profit WEBCAST
-
Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.
Building a Better Budget in a Time of Uncertainty WEBINAR
-
Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
-
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.
Dashboard and Report Design Principles Using Excel WEBCAST
-
Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
The CFO Who Went to Prison WEBINAR
-
Your Desk
2.0 Credits
The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
-
Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
ChatGPT Vision for Financial Analysis WEBINAR
-
Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
Common Yellow Book and Single Audit Deficiencies WEBCAST
-
Your Desk
4.0 Credits
Common peer review deficiencies in Yellow Book engagements. Common peer review deficiencies in Single Audit engagements. Yellow Book requirements. Single Audit compliance requirements. Internal controls over compliance. Compliance testing and major program determination. Root causes of audit deficiencies and prevention strategies.