CPE & Event Catalog
Defining Lines: Advanced Professional Boundaries WEBCAST
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Your Desk
2.0 Credits
Best practices for personal and professional boundaries. Three types of workplace boundaries. Six fail-safe ways to implement your boundaries at work. Understanding interference and how to manage related stress. Developing flexibility for efficiency and ease.
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.
Living in the World of AI – How AI Has Changed Ethics? WEBCAST
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Your Desk
1.0 Credits
Is it ethical to use AI, or not? What is ethical AI? Why does it matter for finance and business professionals? Understanding and managing AI hallucinations, bias and misinformation. Internal friction: navigating fear, resistance, and cultural challenges. Creating sustainable, people-focused AI practices that build trust.
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.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Change Management: Your Leadership Role for Aligning Profits and Culture WEBCAST
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Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams, and organizations. Implementing change. Leading through change for success of all involved.
Analyzing Financial Statements WEBINAR
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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
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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.
Revenue Recognition - Topic 606 Overview WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Practical Excel Topics for Today’s Accountant WEBCAST
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Your Desk
2.0 Credits
Data validation. Underutilized, but powerful, formulas. Formulas for manipulating, transforming, and cleansing data. Formulas for data analysis. Reference formulas such as VLOOKUP. Pivot tables. Solver as a tool for performing multivariate analysis. Mail merge. Custom formatting.
Create Measures in Power BI that Define Your Metrics WEBINAR
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Your Desk
4.0 Credits
Introduction to DAX. Advanced DAX formulas. Time Intelligence in DAX. Measures with DAX. Using PivotTables for measure validation.
Managing Generational and Cultural Variances WEBCAST
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Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
Accounting for People: Workforce Trends, Costs, and Talent WEBCAST
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Your Desk
2.0 Credits
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement. The true cost of talent. People as assets versus people as liabilities. The varied challenges in accounting for human capital. Metrics that matter. Integrating people costs into financial strategy. Navigating compliance, risk, and benefits.
ChatGPT Vision for Financial Analysis WEBINAR
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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.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Building Security and Efficiency with Internal Control WEBINAR
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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.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions.
Common Sense CFO: Balance Sheet Issues Walk through to Understand and Build Value WEBCAST
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Your Desk
2.0 Credits
Typical accounting issues that impact the balance sheet. Where are the hidden issues in unrecorded liabilities? What are unrecorded assets and why they matter? Identification of and resolution of balance sheet challenges and changes. Communicating to your audience and stakeholders.
Internal Control Changes for Remote Workers WEBINAR
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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.
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.