CPE & Event Catalog
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant. Tourniquets. Pressure dressings. Chest seals.
Budget Mastery: Process, Problems, and Solutions WEBCAST
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Your Desk
2.0 Credits
Recognize and find solutions to the budget process.
Analyzing IFRS Financial Statements WEBINAR
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Your Desk
4.0 Credits
Financial analysis fundamentals. Loblaw companies case study. Advanced analysis techniques. Operational focus. Applied analysis and managerial ratios. Management commentary.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
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Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Data and Predictive Analytics and Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Emerging accounting and review hot topics. New quality management standards.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
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.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
2.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality types. Communication. Uses of AI in the work place.
CFO Solutions to IRS Problems WEBINAR
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Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
The CPA as Strategic Advisor: Leading the Client Advisory Team WEBCAST
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Your Desk
4.0 Credits
The CPA as team leader. Roles of key advisory professionals. Identifying cross-disciplinary planning opportunities. Coordinating planning strategies. Communication and collaboration. Structuring advisory relationships. Risk and professional responsibility.
Using ChatGPT with Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
A Fox in the Henhouse/Courthouse WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Professional Skepticism for the Public Accountant WEBCAST
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Your Desk
1.0 Credits
Self-evaluation of skepticism. Requirements set forth by the AICPA Code of Professional Conduct. Risk assessment. Analytical procedures. Advice for cultivating your professionally skeptical mindset.
Federal Disasters - How to Deduct Personal Casualty Losses WEBCAST
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Your Desk
1.0 Credits
Federal Disaster Relief Act provisions enacted in December, 2024 and July, 2025. Comparison of personal use casualties with business/investment casualties. When to claim casualty losses. How to postpone casualty gains. Filled-in forms examples. Time limits for amended returns.
Retaining Top Talent: Strategies for CPA Firms WEBINAR
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Your Desk
1.0 Credits
The true cost of turnover versus retention investment. Research findings on why professionals leave or stay. Whole person retention strategies beyond compensation. Work-life balance solutions that maintain productivity. Career development paths for non-partner track professionals. Business model transformations for sustainable staffing. Technology and outsourcing strategies to reduce burnout. Retention strategies specific to diverse talent and younger professionals.
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.