CPE & Event Catalog
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
Your Desk
0.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
K2's Advanced Topics In Power BI WEBCAST
-
Your Desk
2.0 Credits
Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
-
Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
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.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
-
Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
CFO Series: AI in the Digital World WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn’t build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them. Creating sustainable, people-focused AI practices that build trust.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Corporate Fraud Risk and Investigations WEBCAST
-
Your Desk
4.0 Credits
Types of corporate fraud. Introduction to fraud risk. Fraud risk prevention programs. Fraud investigations.
Accounting Industry Update WEBCAST
-
Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
Hot Topics Accounting Update - 2026 WEBINAR
-
Your Desk
2.0 Credits
New accounting standards. The impact on financial reporting. Hot topics in financial reporting. Current and emerging US GAAP requirements.
Corporate Transparency Act Developments WEBINAR
-
Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
-
Your Desk
0.0 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.
Advanced ChatGPT for Accountants WEBINAR
-
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.
Public Procurement Basics: Protecting the People's Money WEBINAR
-
Your Desk
2.0 Credits
Guidelines and requirements that will help lead you to public procurement success. Guidance on how governments can meet complicated procurement needs. Best practices to protect public and Federal funds.
Internal Control Changes for Remote Workers WEBINAR
-
Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
-
Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Get started with Power BI WEBINAR
-
Your Desk
0.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
-
Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
-
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.
Retirement Planning: Next Stage for You or Your Client WEBINAR
-
Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.