CPE & Event Catalog
The Art of Engaging in Difficult Conversations WEBINAR
-
Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Navigating Mergers and Acquisitions with AI: The Future of Deals WEBCAST
-
Your Desk
4.0 Credits
Strategic reasons for mergers and acquisitions. Establishing acquisition principles and target criteria. Business valuation in the M&A process. Structuring the transaction and negotiating the deal. Conducting effective due diligence. Post-transaction integration and deal success.
Accounting for Construction Contractors WEBCAST
-
Your Desk
2.0 Credits
Overview of FASB ASC 910.AICPA guidance for construction contractors. Industry specific accounting considerations. Revenue recognition methods. Percentage of completion method. Completed contract method. Contract modifications. Contract costs and allocation. Complex accounting issues in construction.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1 WEBCAST
-
Your Desk
2.0 Credits
Risk management. Governance. Risk assessment
Managing Your Money in Retirement WEBCAST
-
Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation. Fraud.
All About Fraud - Examples, Prevention and Auditing WEBINAR
-
Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
Small Business Risk Avoidance WEBCAST
-
Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. 10 steps to take now.
Optimize Your Staff's Performance WEBCAST
-
Your Desk
4.0 Credits
The four perspectives of optimization. The Two Circle Analysis. The Leadership 10. The Fatal 13. Five thoughts for a healthy work environment.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2 WEBCAST
-
Your Desk
1.2 Credits
Risk management.
Defining Lines: Advanced Professional Boundaries WEBCAST
-
Your Desk
2.0 Credits
Best practices for personal and professional boundaries. Three types of workplace boundaries. Six fail-safe ways to implement your boundaries at work. Understanding interference and how to manage related stress. Developing flexibility for efficiency and ease.
ChatGPT and IRS Taxation Law Research WEBINAR
-
Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Living in the World of AI – How AI Has Changed Ethics? WEBCAST
-
Your Desk
1.0 Credits
Is it ethical to use AI, or not? What is ethical AI? Why does it matter for finance and business professionals? Understanding and managing AI hallucinations, bias and misinformation. Internal friction: navigating fear, resistance, and cultural challenges. Creating sustainable, people-focused AI practices that build trust.
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.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
-
Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Change Management: Your Leadership Role for Aligning Profits and Culture WEBCAST
-
Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams, and organizations. Implementing change. Leading through change for success of all involved.
Analyzing Financial Statements WEBINAR
-
Your Desk
2.0 Credits
Balance sheet analysis. Income statement analysis. Cash flow statement analysis. Clues in the notes and MD&A. Industry nuances.
An Ethical Approach to Mental Health Issues at Work WEBINAR
-
Your Desk
2.0 Credits
Virtue ethics and mental health. Definition, myths and bias of mental health. Suicide: facts and resources. Recognizing signs of potential mental health challenges. Empathy and listening. Mental health and generational expectations. Becoming a mental health ally.
Revenue Recognition - Topic 606 Overview WEBCAST
-
Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Practical Excel Topics for Today’s Accountant WEBCAST
-
Your Desk
2.0 Credits
Data validation. Underutilized, but powerful, formulas. Formulas for manipulating, transforming, and cleansing data. Formulas for data analysis. Reference formulas such as VLOOKUP. Pivot tables. Solver as a tool for performing multivariate analysis. Mail merge. Custom formatting.