CPE & Event Catalog
The Future of Audit: Technology, Talent and Transformation WEBINAR
-
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.
The Art of Engaging in Difficult Conversations WEBINAR
-
Your Desk
2.0 Credits
Awareness of your mindset entering the conversation. Tactics to build a pool of meaning. Clarity around story telling. Biggest mistakes to avoid.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
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.
All About Fraud - Examples, Prevention and Auditing WEBINAR
-
Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
ChatGPT and IRS Taxation Law Research WEBINAR
-
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.
A Working Parent's Guide to Prioritizing Mental Wellness WEBINAR
-
Your Desk
2.0 Credits
Challenging cultural expectations and managing stress. Prioritizing self-care and physical well-being. Seeking support and building resilience.
Analyzing Financial Statements WEBINAR
-
Your Desk
2.0 Credits
Balance sheet analysis. Income statement analysis. Cash flow statement analysis. Clues in the notes and MD&A. Industry nuances.
An Ethical Approach to Mental Health Issues at Work WEBINAR
-
Your Desk
2.0 Credits
Virtue ethics and mental health. Definition, myths and bias of mental health. Suicide: facts and resources. Recognizing signs of potential mental health challenges. Empathy and listening. Mental health and generational expectations. Becoming a mental health ally.
Create Measures in Power BI that Define Your Metrics WEBINAR
-
Your Desk
0.0 Credits
Introduction to DAX. Advanced DAX formulas. Time Intelligence in DAX. Measures with DAX. Using PivotTables for measure validation.
ChatGPT Vision for Financial Analysis WEBINAR
-
Your Desk
2.0 Credits
Introduction to GPT vision. Advantages of vision mode research. Accessing GPT vision. Financial screenshot analysis. Operational insights from visual data. Integration with google maps. DDPP analysis. Sentiment and facial expression analysis. Body language interpretation. Effective photo capturing techniques.
Building Security and Efficiency with Internal Control WEBINAR
-
Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
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.
Integrate ChatGPT into Your Client Advisory Services WEBINAR
-
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.
CORE Series: Building an AI Governance Infrastructure That Stakeholders Trust WEBINAR
-
Your Desk
1.0 Credits
Building and AI governance infrastructure.
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.
The CFO Who Went to Prison WEBINAR
-
Your Desk
2.0 Credits
The importance of values. Identifying success. Ethical dilemmas. Mitigation strategies. Creating tools to help make better decisions. Personal accountability strategies.
Fundamentals of Form 1040 -- Individual WEBINAR
-
Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
AI and Accounting in Manufacturing WEBINAR
-
Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
ChatGPT and Advanced Accounting Research WEBINAR
-
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.
Forensic Accounting: When The Office Is A Crime Scene WEBINAR
-
Your Desk
4.0 Credits
A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued. How to advise your client in approaching an allegation of embezzlement. What pitfalls may arise in finding the truth. The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions.