CPE & Event Catalog
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Securing Your Data with a Password Management App WEBINAR
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Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
2.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Microsoft Teams for CPAs: Unlocking Its Full Potential WEBINAR
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Your Desk
2.0 Credits
Best practices for organizing your teams and channels. Understanding the role of Teams and SharePoint integration. Using Teams to communicate and collaborate externally with clients. Tips and tricks for managing conversations in Teams. Leveraging Microsoft Copilot AI in Teams.
Public Procurement Basics: Protecting the People's Money WEBINAR
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Your Desk
2.0 Credits
Guidelines and requirements that will help lead you to public procurement success. Guidance on how governments can meet complicated procurement needs. Best practices to protect public and Federal funds.
Fraud Busters: Controls to Prevent and Detect Fraud WEBINAR
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Your Desk
2.0 Credits
Fraud motivators. Revisiting the basics of controls. Entity wide controls and how they can assist in fraud deterrence. Specific fraud types and the controls that could prevent and detect them
The Leadership Skills of Tomorrow: Delegate and Listen WEBINAR
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Your Desk
2.0 Credits
Three levels of listening. Strategies to remain focused. Building trust through listening. Tactics to practice the Titanium Rule. Delegating with confidence. Establishing an accountability system.
No Tax on Overtime: Payroll Compliance WEBINAR
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Your Desk
2.0 Credits
Overview of the Fair Labor Standards Act (FLSA) overtime provisions. Definition of a work week and the 40-hour threshold. Time-and-a-half requirement and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Excluded payments. Step-by-step calculation examples for different compensation structures. Best practices for documentation and payroll systems. Case studies illustrating misclassification and miscalculation issues.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Avoiding the Most Misapplied Audit Concepts WEBINAR
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Your Desk
8.0 Credits
Risk assessment. Substantive analytics. Identifying and evaluating internal control deficiencies.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Behavioral Finance Biases WEBINAR
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Your Desk
1.0 Credits
Overview of biases and standard of living risk. Overview of difference between emotional and processing biases. Examples of various real life examples and case studies.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
CORE Series: Emerging Cyber Risks and Technology-Driven Threats Impacting CPA Firms WEBINAR
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Your Desk
1.0 Credits
Cyber threats. Data protection challenges. Emerging fraud schemes. AI-enabled cyber attacks. Technology driven vulnerabilities.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
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Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.