CPE & Event Catalog
Fraud Assessment for Small and Medium Sized Businesses WEBCAST
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Your Desk
4.0 Credits
The fraud triangle. The fraud savvy model. Symptoms of fraud. Benford's Law. The net worth method. The vulnerability chart. 10 steps for action today.
Microsoft Teams - Everything You Need to Know from A to zWEBINAR
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Your Desk
4.0 Credits
Understanding the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem. How to effectively design your teams and channels configuration. Detailed review of all the features for creating conversation posts. Detailed review of all the features for creating, editing and managing Office files within the Teams app. How to use the search features to find Teams content instantly. Step by step review of how to host and participate in Teams online meetings. Using Teams calling features for your phone system. How to manage your notification settings in Teams, and more.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
AU-C 230. Auditing.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
Internal Control Frameworks for Single Audit WEBCAST
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Your Desk
1.0 Credits
COSO 2013 Update. Yellow book. Accounting.
Microsoft Outlook "Must Know" Email Tips WEBINAR
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Your Desk
2.0 Credits
Using Quick Parts to streamline message composition. Eliminating inefficient back and forth appointment scheduling with the Bookings app. Using category codes and contacts to send bulk emails. Sending emails to Teams and OneNote. Organizing your inbox with custom views, rules and folders. Mastering the search tools to find emails quickly. Review of key option settings to maximize email productivity.
Leases Accounting under Topic 842 - Answers to FAQ After Implementation 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.
2025 Annual Update for Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Accounting standards updates. Auditing and accounting.
Defining Where and Why Internal Controls are Needed WEBINAR
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
Accounting and Reporting Long-Term Debt WEBCAST
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Your Desk
2.0 Credits
Debt terms that impact classification of debt, such as due on demand and subjective acceleration clauses, and more. Proper treatment of short-term obligations that are expected to refinance within the next 12 months. "Revolving" credit agreements, where short-term debt is automatically replaced with other short-term debt for a specified period of time. Differentiating between debt modifications and troubled debt restructuring. Debt covenant compliance special considerations, including the proper form of waiver of rights to call the debt for violation.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
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Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.
Generative AI in Practice-Boost Efficiency and Profitability WEBINAR
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Your Desk
2.0 Credits
Implementing AI for accounting automation. Enhancing auditing processes with AI tools. AI applications in tax compliance. Leveraging AI for business advisory services.
2025 Accounting & Auditing Update WEBCAST
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Your Desk
3.0 Credits
Accounting standards updates. Auditing and accounting.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
2025 Annual Update for Governmental Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Single audit updates. Auditing and accounting. Yellow book.
Preparation, Compilation and Review Issues - Highlights WEBCAST
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Your Desk
2.0 Credits
AR-C 60, AR-C 70, AR-C 80, and AR-C 90.
S Corporation (Form 1120S) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes including any TCJA provisions expiring after 2025. Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues). Fixing late S corporation elections (i.e., Form 2553). S corporation formation (Section 351) and liquidation issues. Revocation and termination of S corporations. 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. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts. Tax treatment of stock redemptions (sale or distribution ).
Accounting for the Gig Economy WEBCAST
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Your Desk
2.0 Credits
Characteristics unique to the gig economy. Independent contractor and employee classification considerations. Recordkeeping considerations for independent contractors. Accounting and reporting issues for gig economy participants. Audit and attestation for clients who participate in the gig economy. Tax and regulatory considerations. The CPA as a trusted advisor for independent contractors.
Statements on Quality Management Standards 1-3: What the Standards Require WEBCAST
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Your Desk
2.0 Credits
SQMS 1: A Firm s System of Quality Management. SQMS 2: Engagement Quality Reviews. SQMS 3: Amendments to SQMS 1 and 2.