CPE & Event Catalog
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.
Leading and Managing the Accounting Department WEBCAST
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Your Desk
4.0 Credits
Accounting. Leadership. Management.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
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.
Partnership Checkup: Tax Issues and Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis. Impact of contributed property. Explain the importance of shareholder loans to the entity. Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest. Comprehensive examples illustrate the mechanics of the basis determination process. Discusses how S corporation losses impact Form 1040 Schedule E reporting. How to get from the Schedule K-1 information to the basis calculations.
Stand Out - How to Create a Unique Employer Brand WEBCAST
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Your Desk
1.0 Credits
Employer brand. Talent management. Future of work. Onboarding new hires.
SSARS 27 - Alternative Preparations WEBCAST
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Your Desk
2.0 Credits
General requirements for SSARS engagements. Unique opportunities for preparation engagements. New opportunities created with SSARS 27. The AICPA Consulting Standards. The relevance of Peer Review on SSARS and Consulting engagements.
Mastering Rapport Skills for Fun and Profit WEBCAST
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Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
A Strategic Approach to Understanding Compensation Structures WEBCAST
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Your Desk
1.5 Credits
Compensation.
GASB 96 –SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94, and 87.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts WEBCAST
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Your Desk
8.0 Credits
Properly assessing inherent, control, and fraud risk on an engagement, and linking the results to an appropriately tailored detailed audit plan based on risk assessment and client service goals, regardless of entity type. Leveraging strong substantive analytic procedures as audit evidence to cut back on tests of details. The most common efficiency opportunities for tailoring your audit approach based on risk. How to use the workpaper review process as a tool for producing a more effective and efficient engagement. Using audit documentation to enhance audit quality, while ensuring every workpaper has a purpose. How to use the client to your advantage in planning and performing the audit. Learn how to get the engagement out the door on time and on budget.
CORE Series: Trust Taxation Fundamentals: Understanding Grantor, Irrevocable, and Living Trusts WEBINAR
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Your Desk
1.0 Credits
Income tax treatment of common trust structures, including grantor trusts, irrevocable trusts, and revocable trusts.
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
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.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Section 25F Scholarship Granting Tax Credit: Planning and Compliance Strategies WEBCAST
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Your Desk
2.0 Credits
Overview of Section 25F and legislative intent. Eligibility requirements and qualifying contributions. Credit calculation and limitations. State-by-state conformity and eligibility considerations. Interaction with other federal and state tax provisions. Compliance, documentation, and reporting considerations. Common pitfalls and audit risks.
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.