CPE & Event Catalog
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
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.
Complete Guide to Analyze Data with Excel PivotTables WEBINAR
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Your Desk
4.0 Credits
Introduction to PivotTables. Creating and customizing PivotTables. Focus on using PivotTables to analyze data. Advanced PivotTable features. Data visualization with PivotCharts.
Introduction to Risk Assessment WEBINAR
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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.
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.
Financial Accounting for Related Party Transactions WEBCAST
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Your Desk
2.0 Credits
FASB codification provisions for transactions with related parties, including business owners and special purpose entities. Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities. Review the tax accounting related taxpayer standards. Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards.
ChatGPT for Accountants: 50Plus Use Cases WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and artificial intelligence chatbot technologies. Automating frequently asked questions and the onboarding process. Verifying and reviewing financial records. Providing real-time support to clients. Generating financial reports. Automating tax return preparation and financial planning. Providing guidance on financial decision making.
Consulting Services Secrets WEBCAST
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Your Desk
1.0 Credits
Identifying a consulting specialty. Building a practice and translating knowledge into products. Managing consulting projects. Marketing consulting projects. Building a referral network. Contingent fees. Professional standards for consultants.
Fiduciary Accounting and Tax Planning for Estates and Trusts WEBCAST
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Your Desk
4.0 Credits
Fundamentals of fiduciary accounting. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting. 3.8% Net Investment Income. Form 1041 - Schedule I. Section 645 Election. Simple or complex trusts.
Devious Ethics: Avoiding Snakes in Suits WEBCAST
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Your Desk
2.0 Credits
Discuss psychopathy's symptoms. Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules. Look at precautions you should take when considering a new boss or employee. Help identify someone who might con you or your company.
The Preparation of Form 706 - Line by Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals. Gross estate valuation and inclusion rules. Deductions, credits, and tax computation. Portability election and its implications. Filing deadlines and procedural requirements. Common issues and IRS audit triggers. Legislative changes affecting estate taxation.
Tax Depreciation: How to Optimize Deductions WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation and developments related to depreciation and capitalization. Eligible property for Section 179 and Section 168(k). Section 179 deduction and its use to depreciate real property. Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules.
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
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Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
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.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
8.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query. Analytical techniques available in PivotTables.
SECURE Act 2.0: What You Need to Know WEBCAST
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Your Desk
1.0 Credits
Expanding automatic enrollment in retirement plans. Increased age for RMDs. Higher catch-up contribution limit. Emergency expense penalty-free withdrawals. Starter 401(k)s for certain employers. Part-time worker improved coverage.
Predictive Accounting – Driver-Based Budgeting and Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
The Preparation of Form 709 – Line by Line WEBCAST
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Your Desk
2.0 Credits
Gift tax fundamentals and exclusions. Completing Form 709 accurately. Gift-splitting and its tax implications. Lifetime exemption and GSTT considerations. Valuation of gifted assets. Common filing mistakes and IRS audits. Updates on new legislation impacting gift taxation.
How CPAs Can Protect Their Names, Brands, Logos, and Taglines WEBCAST
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Your Desk
1.0 Credits
What are trademarks? Types of trademarks. Trademark selection. Sources of protection. Federal registration process. Requirements for maintenance. Advantages of protection. Best practices.
The New Leadership Playbook: From Stability to Agility WEBCAST
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Your Desk
1.0 Credits
The collapse of stability-based leadership. The new mandate for leaders. From command to connect. Technology, AI, and the human imperative. The future leader's playbook. Personal leadership reset.