CPE & Event Catalog
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.
Fiduciary Accounting Part 3: Special Accounting Elections and Distributions WEBCAST
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Your Desk
2.0 Credits
Analyze a traditional fiduciary accounting situation. Determine the use of the reserve for depreciation. Become acquainted with the special accounting rule for business assets. Review the accounting treatment of distributions from entities.
Fiduciary Accounting Part 4: The New Frontier—Total Return Trusts WEBCAST
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Your Desk
2.0 Credits
What are new frontier trusts? Situations where the use of the trustee's power to adjust or a unitrust can be beneficial. Understanding the requirements for using a particular strategy. Authority and requirements for the trustee's power to adjust with a problem example. Authority and requirements for unitrusts with a problem example. Including capital gains in Distributable Net Income.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
CORE Series: Cyber Fraud Risk & Prevention: A Cross-Functional Approach WEBINAR
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Your Desk
1.0 Credits
Primary cyber fraud risks impacting organizations. The distinct roles of executive leadership, finance, and IT in designing and monitoring effective prevention controls. Leading practices in internal controls, cybersecurity safeguards, and incident response planning.
K2's What’s New With QuickBooks WEBCAST
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Your Desk
0.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
Profiles in Fraud WEBINAR
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Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
What's Changing in A&A for Governmental Entities 2026-27 WEBINAR
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Your Desk
4.0 Credits
Major pronouncements issued by the Governmental Accounting Standards Board, including GASB Statements No. 103, 104, and 105. Overview of active GASB exposure drafts and ongoing projects. Auditing developments, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office, including changes related to quality management, effective dates, and recent updates to the Green Book.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
AHI: Level III - Beginning In-Charge Staff Training WEBCAST
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Your Desk
24.0 Credits
What is expected of the in-charge. Plan engagements. Assess risk and materiality. AI for accountants. Meet client needs. Complete engagements. Review assistants' work. Supervision.
Audits Under Uniform Guidance—Single Audit and NPOs WEBCAST
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Your Desk
4.0 Credits
Concepts of the Single Audit under the Uniform Guidance. Performing the compliance audit of federal awards, including testing auditee compliance and internal control over compliance. Auditor reporting responsibilities including the compliance audit reports, the report on the schedule of expenditures of federal awards, and schedule of findings and questioned costs. Requirements for the schedule of expenditures of federal awards, known as the SEFA. Update on the OMB Compliance Supplement.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
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.
Introduction to Required Minimum Distributions WEBCAST
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Your Desk
2.0 Credits
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules. What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs. How to calculate an RMD. How to determine if a distribution can be an RMD. How to determine which life expectancy table must be used when calculating an RMD. The rollover and transfer rules during an RMD year. IRS penalties for non-compliance with RMD regulations. Applying RMD strategies to different plan types. When RMDs can and cannot be aggregated. How to correct an RMD shortfall. How to get a waiver of the excise tax on an RMD failure. The tax implication of an RMD. How to donate an RMD tax-free. How to determine the RMD rules that apply to a beneficiary.
SSARS 27 - Alternative Preparations WEBCAST
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Your Desk
2.0 Credits
General requirements for SSARS engagements. Unique opportunities for preparation engagements. New opportunities created with SSARS 27. The AICPA Consulting Standards. The relevance of Peer Review on SSARS and Consulting engagements.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
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Your Desk
1.0 Credits
Understanding cost behavior and its impact on decision-making. Contribution margin and break-even analysis. Margin of safety and its role in risk management. Operating leverage and financial sensitivity. Analyzing asset turnover for operational efficiency. Cash conversion cycle and working capital insights. Free cash flow yield as a valuation tool.
Introduction to Governmental Budgeting WEBINAR
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Your Desk
2.0 Credits
The basics of governmental budgeting. Common steps and timeline of the budget process. What, when and how we should be monitoring the budget throughout the year. How long-term budgets fit in with the annual budget process.
Using ChatGPT with Excel WEBINAR
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Your Desk
0.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
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.
CFO Series: Indispensable Skills WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Keys to success. Unintended consequences to avoid. Low cost is not necessarily a sound option. What are the non-quantifiable factors that can change the financing decision? Details on the time-intensive processes. Common blunders when raising financing. The perils of choosing the wrong alternative or wrong investor. Navigating compliance, risk, and benefits. Creating and sustaining a customer value pyramid. Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.