CPE & Event Catalog
Accounting for Revenue under ASC 606 and Final PIR Report Findings WEBCAST
-
Your Desk
2.0 Credits
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606. The FASB’s five-step revenue recognition model, including hands-on examples and illustrations of the guidance. Presentation and disclosure requirements. Lessons learned and best practices for improving business processes related to revenue recognition going forward. Results of the FASB’s Stage 3 Post-Implementation Review report.
Fundamentals of Form 1040 -- Business WEBINAR
-
Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
-
Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Divorce Concerns: Taxes, Valuation, Finances, Retirement, and Obligations WEBCAST
-
Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
Supervision/Management Competencies: An Ethical Approach WEBINAR
-
Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
Will Your Ethics Be Burned by Burnout? WEBINAR
-
Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Schedule K-1: What is it and What do I do with it? WEBINAR
-
Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Schedules K-2 and K-3 requirements.
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.
Fraud and Embezzlement: Case Studies from the Trenches WEBINAR
-
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.
Lease Implementation for Private Entities WEBCAST
-
Your Desk
4.0 Credits
Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of lease accounting and reporting. Suggested audit and review procedures for identified risks.
Coping with the Growth of Online Fraud WEBINAR
-
Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Comprehensive Accounting and Financial Reporting Update WEBINAR
-
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.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
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.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
-
Your Desk
0.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
-
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.
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.
K2's Excel’s Best Practices and Features WEBCAST
-
Your Desk
0.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
CFO Solutions to IRS Problems WEBINAR
-
Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
CORE Series: Driving Organic Growth for Firm-Wide Impact WEBINAR
-
Your Desk
1.0 Credits
How organizations can refine their positioning, messaging, and thought leadership to attract ideal clients.