CPE & Event Catalog

Enhanced portals for collaboration: including PBC and 1040 workpaper integration. Modern payment solutions: understanding and integrating various payment options into your portal. Effective use of eSignatures: streamlining processes and ensuring compliance. Feature checklist for collaboration tools: what to look for in the latest technology.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Trust or will (probate estate). Revocable trust. Administrative trust.65-day election. Fiduciary income tax return.

Overview of PPACA coverage provisions. Grandfathered health plans. Benefit limits prohibited. Large employer requirement to provide health coverage. Employer credits and requirements. Form W-2 reporting of employer-sponsored health coverage. Small employer health insurance premium credit.

PPACA provisions. PPACA mandated personal tax changes. Tax-favored health plans. FSA contribution limited. Grandfathered health plans.

Agile auditor. Agile audit constraints. Agile audit engagement. Agile audit benefits.

Agricultural accounting. Accrual and cash basis accounting. Accounting transactions. Receivables accounting. Investment accounting. Inventory accounting, and more.

Goal setting. Adding value to tax profession. Finding voice within the tax profession.

How ACH payments work. Protection against ACH fraud. Best and worst ACH practices. Wire transfers. Real time payments.

Accounting theory and practice. Structures of financial statements.

Annual report: the financial statements. Annual report: other sections of the report. Analysis of financial statements for liquidity, asset utilization and solvency. Analysis of financial statements for profitability and market value.

Identifying risk of material misstatement through preliminary analytic review procedures. Ensuring sufficient appropriate audit evidence is gathered through final overall analytic review. Establishing expectations for analytic procedures. Properly designing, documenting and evaluating the results of substantive analytic review procedures. Disaggregating substantive analytics for stronger results. Factors impacting the design of substantive analytic procedures. Common pitfalls in performing substantive analytic procedures.

Analytical procedures. Critical thinking.

Analytical procedures for nonprofits.

Introduction to management accounting. Accumulation of costs. Break-even and cost-volume-profit analysis. Budgeting for profit planning and financial modeling. Performance evaluation, transfer pricing, and decentralization. Long-term investment and capital budgeting decisions.

Terms of engagement - Au-C Section 210. Auditor's communication with those charged with governance - AU-C Section 260. External confirmations - AU-C Section 505. Written representations - Au-C Section 580. Communicating internal controls matters identified in an audit - Au-C Section 265. Audit evidence - litigation, claims, and assessments - Au-C Section 5001.

Applying the new expected credit loss model.

Identify threats. Evaluating the significance of threats. Identify and apply safeguards. Evaluating the effectiveness of safeguards. Documenting threats and safeguards. Adverse interest threat. Advocacy threat. Familiarity threat. Management participation threat. Self-review threat. Undue influence threat.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.