CPE & Event Catalog
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
Governmental Accounting 101 WEBCAST
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Your Desk
2.0 Credits
Fund types. Budgetary accounting. Financial reporting requirements. Single Audit Act. Audit standards and procedures. Best practices in governmental accounting.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
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Your Desk
3.0 Credits
Leadership. Management.
Introduction to Single Audit WEBCAST
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Your Desk
2.0 Credits
Single audit. Yellow book.
K2's Accessing Your Company's Data With Power Query And Power BI WEBCAST
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Your Desk
2.0 Credits
Utilizing Power Query to access data from the web, spreadsheets, folders, and databases. Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel. Producing various reporting documents from data delivered from Power Query.
Introduction to Yellow Book WEBCAST
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Your Desk
2.0 Credits
AICPA Code of Professional Conduct. Yellow book.
Long-Term Care Insurance: Make the Switch WEBINAR
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Your Desk
1.0 Credits
The need to fund for long-term care in America. Client's attitudes and misconceptions. Innovative long-term care solutions and funding.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Analyzing Financial Statements WEBCAST
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Your Desk
8.0 Credits
Financial reporting and financial statements. Use of Non-GAAP performance measures and key performance indicators. Forecasting. Valuation. Comprehensive financial statement analysis with case study.
Federal Tax Update: Individual Form 1040 WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with Employee Stock Ownership Plan.
Fraud Busters: Controls to Prevent & Detect Fraud WEBINAR
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Your Desk
2.0 Credits
Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators. Revisiting the basics of controls - design vs. effectiveness, preventative vs. detective. Entity-wide controls and how they can assist in fraud deterrence. Specific fraud types and the controls that could prevent and detect them.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
Effective Governance for Nonprofit Success WEBCAST
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Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Internal complaint reporting and investigations.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
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Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
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. Introduction to the instructor's open balance sheet.