CPE & Event Catalog
State of AI WEBCAST
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Your Desk
1.0 Credits
AI hype vs. reality. AI 2025 advancements. AI governance structure. AI strategy planning. AI implementation decisions.
Making Effective Decisions When You Can't Get What You Want WEBINAR
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
The Future of Audit: Technology, Talent and Transformation WEBINAR
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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.
Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
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.
Making Effective Decisions When You Can’t Get Everything You Want WEBCAST
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Fraud, Controls and Ethics: Best Practices and Case Studies WEBINAR
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Your Desk
4.0 Credits
The examination of actual frauds. Discussion of internal controls that could have prevented frauds. Contemplation of epiphanies for your own professional scenarios. The AICPA Code of Professional Conduct. Other elements of professional conduct and compliance with professional standards.
State of Privacy WEBCAST
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Your Desk
1.0 Credits
State of privacy findings. Staffing trends. Budget forecasts. Privacy by design. AI impact.
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.
AI — It’s Here and It’s Time to Get On Board WEBCAST
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Your Desk
8.0 Credits
An overview of AI. What it is and how it works. How AI fits into the technology landscape. A look at how Artificial Intelligence is used now and what the future holds.
S Corporations: How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest. Explain how S corporation losses impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Tax Practice Standards WEBCAST
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Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services . Internal Revenue Code . Common law.
TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPA firms.
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.