CPE & Event Catalog
10 Keys to Outstanding Service and More Referrals WEBCAST
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Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to get someone to really hear you and how to really hear what someone else is not saying. How to communicate so that someone will happily do what you want. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super successful communicators use. How to persuade people without them knowing they are being persuaded. How Ronald Reagan, Oprah and Bill Clinton are similar, and how you can tap into their magical abilities. The three most important keys all successful communicators use. How outstanding service can lead to more promotions and/or client development. The art of getting more referrals and turning referrals into clients. Why great service is better for your business in the long run. How to know what's most important to your client or boss—so you can focus on that.
Business Longevity: Stabilize, Strengthen, and Succeed WEBCAST
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Your Desk
4.0 Credits
Business management. Strategic planning. The role of AI in business.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 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.
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Considerations of Fraud WEBCAST
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Your Desk
2.0 Credits
AU-C 240. Auditing.
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.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
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
2.0 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.
New Tips and Overtime Tax Rules: Compliance and Best Practices WEBCAST
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Your Desk
1.0 Credits
Updated OBBA guidance on tip reporting and allocation. Qualifying tip requirements. Self-employment and qualified tips. Employer and employee tax responsibilities for tipped wages. Overtime pay deduction. Tip and overtime information returns.
Audit and Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements WEBCAST
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Your Desk
8.0 Credits
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
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.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
AU-C 230. Auditing.
Accountants and Malpractice: Can We Get Sued for This? WEBINAR
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Your Desk
2.0 Credits
How accountant liability is a very real threat in today's litigious society. A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit. Pitfalls in which the accountant may find him- or her- self while dealing with clients. Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory updates affecting fringe benefit planning. Employer-sponsored fringe benefits and tax compliance under evolving regulations. IRC Section 132 fringe benefit options and applications. Cafeteria plans: benefits, limitations, and tax considerations. Tax treatment of dependent care and educational assistance programs. Flexible spending accounts and health savings accounts. Group term life insurance: design features and tax treatment. Financing strategies for retiree medical benefits. Comparing health care benefits: insured plans vs. HMOs. ERISA reporting and disclosure requirements. Common control rules and nondiscrimination regulations.
Data and Predictive Analytics and Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
CORE Series: Washington State Tax Obligations for Nonprofits WEBINAR
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Your Desk
1.0 Credits
B&O tax. Sales and use tax. Exemptions. Filing requirements.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.