CPE & Event Catalog
How AI Fits into the Accounting World WEBINAR
-
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.
ChatGPT and Advanced Accounting Research WEBINAR
-
Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
-
Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
Introduction to Risk Assessment WEBINAR
-
Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
CFO Series: Driving Efficiency WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Types of audits: external, internal, compliance, regulatory. Objectives of each audit type and how they differ. Aligning management’s role with auditor expectations. What to expect in the planning phase. Fieldwork survival tips and communication best practices. Documentation dos and don’ts. Responding to findings and building effective action plans. Avoiding common audit pitfalls. What internal controls are—and what they are not. Why even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization’s size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement, and more.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
-
Your Desk
8.0 Credits
The fraudulent acts initiated from outside organizations. Why internal fraud occurs. The importance of fighting cyber-fraud. Steps that verify anti-fraud activities are working.
Consolidation Accounting WEBCAST
-
Your Desk
4.0 Credits
Consolidation accounting framework. Voting control. Variable Interest Entities. Business combinations. Control case examples. Business combination case examples. Disclosures.
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisor Services WEBCAST
-
Your Desk
8.0 Credits
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
CORE Series: Secure, Delivered, Trusted: A CPA Firm’s Guide to Modern Email Security WEBINAR
-
Your Desk
1.0 Credits
Microsoft 365 protections. Domain authentication standards. Best practices for encryption.
Internal Control Changes for Remote Workers WEBINAR
-
Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
How Changes in Business Methods Affects Internal Control WEBINAR
-
Your Desk
8.0 Credits
How is business changing? What is driving the change and how long will it last? How specifically is an organization's control system important? What steps are needed to keep up with the upheaval?
AHI: Level I - Basic Staff Training WEBCAST
-
Your Desk
24.0 Credits
Role of new staff. Understanding audit objectives. Accounting data analytics. Working paper techniques. Analytical procedures. Compilation and review services. Tax recognition and research techniques. Auditing and reviewing selected accounts.
Social Security: Dispelling Common Myths with Essential Truths WEBCAST
-
Your Desk
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
Preparation, Compilation and Review Services WEBCAST
-
Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
-
Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
Forensic Accounting: Crafting Expert Reports WEBINAR
-
Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
Building a Better Budget in a Time of Uncertainty WEBINAR
-
Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
-
Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
How AI Fits into the Accounting World WEBINAR
-
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.
AI and Accounting in Retail WEBINAR
-
Your Desk
2.0 Credits
AI powered personalization and its impact on revenue recognition. Dynamic pricing models and tax compliance risks. AI in demand forecasting, inventory valuation, and COGS calculations. Integration challenges with ERP and POS systems. Governance, ethics, and auditability of AI decisions. Data quality, audit trails, and regulatory documentation. AI assisted fraud detection, financial controls, and oversight