CPE & Event Catalog
Idaho Technology Conference WEBCAST - Partnered with the Idaho Society
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Your Desk
12.0 Credits
Technology update. Microsoft power tools. AI. Excel.
AHI: Level II - Semi-Senior Staff Training WEBCAST
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Your Desk
24.0 Credits
Satisfy client and cpa firm needs. Apply analytical procedures. Conduct small audits. Perform review service engagements. Draft financial statement and footnotes. Improve corporate tax knowledge.
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated WEBCAST
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Your Desk
2.0 Credits
How to identify a complex trust and the complications that arise with complex trusts. The importance of recognizing the tier system used by complex trusts. The advantages and requirements of the 65-day rule. Special issues related to the charitable contribution deduction. Use of a checklist for complex trusts.
Metrics Management – Selecting the Right KPIs WEBCAST
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Your Desk
2.0 Credits
What makes a KPI meaningful and actionable. Balancing financial, customer, operational, and learning metrics. Selecting metrics at the responsibility-center level. Understanding who the customer of a report really is. Avoiding metric overload and bad incentives. Linking departmental metrics to enterprise strategy. The role of non-financial metrics in driving results. Real-world KPI examples across industries.
Financial Statement Analysis for Managers WEBCAST
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Your Desk
4.0 Credits
Pros and cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds, stock options, and straddles.
Conducting Human Resource Investigations WEBCAST
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Your Desk
1.0 Credits
Research. Analysis. Interviewing. Documenting. Reporting results.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Legislative and regulatory changes in estate and gift taxation. Wealth transfer strategies under the new administration. Charitable deduction planning and compliance requirements. Advanced estate planning tools, including split-interest trusts. Using closely held stock for charitable contributions. Generation-skipping transfer tax planning. Strategic use of life insurance in estate planning.
Can You Really Do That With AI? WEBCAST
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Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle WEBCAST
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Your Desk
2.0 Credits
Understanding the various stages of the employment life cycle. Onboarding and orientation. Best practices and examples. What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents.
Form 1041 Advanced Series Part 2: Cash and Property Distribution Issues WEBCAST
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Your Desk
2.0 Credits
Calculating DNI and the Distribution Deduction. Determining types of distributions and whether a distribution carries out DNI. In-Kind Distributions and the Impact on the Distribution Deduction. Depreciation and the Distribution of In-Kind Property. Distributions that Result in Kenan Gain. Funding a Pecuniary Bequest with Depreciated Property. IRC Sec. 643(e).
The Controllership Series - The Financial Close Process WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Business Etiquette and Mindfulness WEBCAST
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Your Desk
1.2 Credits
Communication. Business etiquette.
Optimize Your Staff's Performance WEBCAST
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Your Desk
4.0 Credits
The four perspectives of optimization. The Two Circle Analysis. The Leadership 10. The Fatal 13. Five thoughts for a healthy work environment.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
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.
Humanize Automation: Frameworks for Understanding AI and Your Strategy WEBCAST
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Your Desk
1.2 Credits
AI. Business strategy.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
The Successful Family Business WEBCAST
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Your Desk
4.0 Credits
Business management.