CPE & Event Catalog
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.
Behavioral Finance Biases WEBINAR
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Your Desk
1.0 Credits
Overview of biases and standard of living risk. Overview of difference between emotional and processing biases. Examples of various real life examples and case studies.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
0.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
CORE Series: Navigating the Basics of U.S. International Tax Compliance WEBINAR
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Your Desk
1.0 Credits
Foreign entity ownership. Cross-border transactions. Reporting forms. Potential penalty exposure.
Comprehensive Accounting and Financial Reporting Update WEBINAR
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Your Desk
4.0 Credits
CECL for nonfinancial institutions. Accounting for Paycheck Protection Program loans. Accounting for web-hosting services. Revenue recognition. Leases. FASB projects in progress.
ChatGPT and IRS Taxation Law Research WEBINAR
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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.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Cybersecurity: Protecting Your Firm's Data and Reputation WEBINAR
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Your Desk
2.0 Credits
Assessment of the current cybersecurity threat level and vulnerabilities. Developing your WISP (Written Information Security Program). Deploying a password management app to fortify the security of your login credentials. Implementing an incident response plan to minimize the damage from a cybersecurity attack. Understanding the role of cybersecurity insurance
Fundamentals of 1031 Exchanges WEBCAST
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Your Desk
8.0 Credits
Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges. Partnership and TIC issues: IRC Sec. 761.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
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Your Desk
2.0 Credits
The ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate and select applications for their business.
Business Tax Update: OBBA and Recent Developments WEBINAR
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Your Desk
2.0 Credits
Recent legislation impacting business taxpayers. The One Big Beautiful Bill Act. Extenders legislation update. Meals and entertainment expense reporting. Partnership and S corporation update. Income and deductions.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
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Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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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.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
0.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Accounting Analysis Basics WEBCAST
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Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets.
Master the Art of CPA Communication: Boost Your Influence WEBINAR
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Your Desk
4.0 Credits
Techniques for simplifying complex financial information for clients and stakeholders. Persuasive communication principles aligned with CPA roles. Building and maintaining trust and credibility with diverse stakeholders. Case studies and Interviews with Finance, Accounting and CPA professionals. Developing empathy and emotional intelligence in communications. Best practices for active listening to strengthen client relationships. Application of Influencer principles for impactful change in communication.
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.
Smart Formula Selection in Excel: What to Use When WEBINAR
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Your Desk
0.0 Credits
Introduction to strategic formula use. Common traps. How excel offers multiple ways to solve the same problem and how to pick wisely. Conditional logic and branching tools. When to simplify logic and how to avoid nested nightmares. Summarizing data. Filtering and output control. Custom output and decision trees. Embedded variables and reusability. Using LAMBDA with LET to create custom functions. Simplifying and documenting complex calculations. Best practices for formula selection. Tips for avoiding overengineering and formula bloat.
Ethical AI Practices for CPAs: Ensuring Responsible Use WEBINAR
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Your Desk
2.0 Credits
Understanding ethical implications of AI. Data privacy and security considerations. Compliance with regulations and professional standards. Developing ethical AI policies and procedures.