CPE & Event Catalog
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
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Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
Revenue Recognition in an Environment of Uncertainty WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications .
Artificial Intelligence for Accounting and Finance WEBCAST
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Your Desk
2.0 Credits
Frameworks for incident response. Case studies of notable AI-powered cybersecurity incidents. Practical tips for financial professionals to manage crises. Post-incident analysis and lessons learned. Building organizational resilience through continuous improvement.
Let's Play The 90 Day Money Game! WEBCAST
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Your Desk
4.0 Credits
Financial stress assessment. Money creation. Mindset. Limiting beliefs. Resiliency. Skill and talents inventory. Success teams. Money breakthrough. Nourishing the seeds of opportunity. Environment matters. Success habits.
The Controllership Series - The Financial Close Process WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing WEBCAST
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Your Desk
1.0 Credits
Cloud audit blind spots. Continuous change gaps. CSPM-Enabled assurance. Risk-based prioritization. Audit program modernization.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self-promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
Failure to Detect Fraud and the Reasons Why WEBCAST
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Your Desk
2.0 Credits
Fraud detection challenges. Fraud characteristics. Fraud indicators. Audit responsibilities. Fraud risk recognition. Responding to suspected fraud.
Introduction to Forensic Accounting WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Preparing to be a Forensic Accountant - Focus on Digital Forensics WEBCAST
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Your Desk
1.8 Credits
Forensic accounting. Accounting. Auditing. Finance.
CORE Series: Small Firm Strategy: What Works, What Doesn’t, and What to do Differently WEBINAR
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Your Desk
1.0 Credits
Managing growth and capacity. Refining service offerings. Navigating risk.
Critical Technical Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Better Business Writing: Improve Your Speed and Quality WEBCAST
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Your Desk
2.0 Credits
Writing. Communications.
Partnership and LLC (Form 1065) – Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Calculating the tax and Section 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse & non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions - cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations of partnership interests. Section 754 optional basis adjustments and mandatory adjustments.
Strategic CFO – Strategic Cash Management WEBCAST
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Your Desk
2.0 Credits
Understanding capital structure and financing priorities. Debt capacity, leverage, and cost of capital considerations. Cash flow versus GAAP results. Financing options: debt, equity, crowdfunding, and alternative capital. Strategic cash policies and liquidity planning. Raising cash at different stages of an organization's life cycle. Communicating cash flow and financial health to stakeholders.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.
The Many Faces of Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud indicators. Fraud patterns. Client operations. Transaction analysis. Independent verification. Fraud recognition.