CPE & Event Catalog
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.
Schedule C of Form 1040 WEBCAST
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Your Desk
2.0 Credits
When Schedule C applies. Cash v. accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization WEBCAST
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Your Desk
1.0 Credits
Creative thinking. Productivity. Neurodiversity. Inclusion. Employee retention.
Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
Estimates, Contingencies and Going Concern WEBCAST
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Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients WEBCAST
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Your Desk
2.0 Credits
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers. Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid.
Functional Approach to Employee Benefits WEBCAST
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Your Desk
1.5 Credits
Benefits. Benefits communications. Total rewards.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1 WEBCAST
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Your Desk
2.0 Credits
Risk management. Governance. Risk assessment
Take Command of your Time WEBINAR
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Your Desk
2.0 Credits
Identify time wasters and adopt strategies for eliminating them. Recognize the variety of causes of procrastination and apply techniques to overcome them. Use practical techniques for prioritizing work. Delegation strategies. Incorporate wellness and stress management into your day in short increments. Understand their energy cycles and use it to manage your schedule. Learn techniques to decrease stress in the moment.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation. Fraud.
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.
ProActive Response Group De-Escalation Training WEBCAST
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Your Desk
1.2 Credits
Definition of de-escalation. Recognizing anger. Situational awareness. LOWLINE technique. MR EBS technique. Posturing. Controlling the environment.
Mastering Form 7217: A Guide to Partnership Property Distribution WEBCAST
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Your Desk
1.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 new in 2024. The Section 754 election and its role in partnership property distributions.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
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Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
1065 – Understanding Partnerships Tax Returns WEBCAST
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Your Desk
2.0 Credits
Partnership taxation. Different types of partnerships. Tax obligations of partners. Role of the partnership agreement in tax reporting. Filing deadlines of Form 1065.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
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Your Desk
2.0 Credits
How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. Illustrations of the issues companies should look for in preventing fraud and embezzlement.
Small Business Risk Avoidance WEBCAST
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Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. 10 steps to take now.
Leaders Eat Last. Why? WEBCAST
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Your Desk
1.0 Credits
Why building trust is essential. How trusting relationships makes us more effective. Steps to build trust.