CPE & Event Catalog
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
2026 Rules, Regulations and Ethics for CPAs in Washington with Jenny Cravens WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2026.
World Class Cost Accounting: A Practical Application—Part 1 WEBCAST
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Your Desk
4.0 Credits
Classification of the five cost types. Direct materials comprehensive coverage. Direct labor burden costs.
Hands-On Tax Return Workshop – S Corporations (Form 1120S) WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership income tax laws with an emphasis on any new legislative changes. Comparison of partnerships, LLCs and LLPs. Overview the formation of a partnership or LLC and the Section 704(c) pre-contribution gain or loss rules. Schedule K analysis. How schedule K items get allocated to partners on schedule K-1s. Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income deduction. Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members. Comparing the tax and Section 704(b) book capital account computations. Discuss partner guaranteed payments and self-employment tax issues. Schedule M-1. Schedule M-2. Review the importance and basics of calculating a partner's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations. Section 754 election for optional basis adjustments. Section 743 and Section 734 mandatory basis adjustments.
The Future of Work - The Landscape of Work Today WEBCAST
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Your Desk
1.2 Credits
Employment data. Talent strategy.
Best Practices: Conducting Meaningful Walkthroughs WEBINAR
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Your Desk
2.0 Credits
Review of audit procedures. Documentation requirements. Real world examples of red flags that may arise.
S Corporations: Tax Compliance, Elections, and Best Practices WEBCAST
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Your Desk
8.0 Credits
Subchapter S status election and compliance requirements. Relief for late Form 2553 filings under Rev. Proc. 2022-19. Comparison of Rev. Proc. 2022-19 and Rev. Proc. 2023-3. I.R.C. Section 1361 and Section 1362 analysis for S Corporation elections. Corporate governance and formalities compliance. Shareholder stock and debt basis rules. Built-in capital gains and other aspects of Form 1120S. Schedules K-1, K-2, and K-3 preparation and reporting requirements. Officer reasonable compensation: requirements, advisory strategies, and audit defenses. S Corporation eligibility errors and corrective measures.
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds WEBCAST
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Your Desk
1.0 Credits
Finance. IFR. SLFRF.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Internal complaint reporting and investigations.
Will Your Ethics Be Burned by Burnout? WEBINAR
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Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.
Fraud Case Studies: Professional Misbehavior in the 21st Century WEBCAST
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Your Desk
4.0 Credits
AICPA Code of Professional Conduct. Understand factors that allowed selected frauds to occur. Recognize controls that may have prevented or mitigated selected frauds. Consider application of these lessons to circumstances you encounter in your professional endeavors. Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
Nonprofit Accounting and Financial Reporting Explained WEBCAST
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Your Desk
8.0 Credits
Discussion of financial reporting risks increased by the current economic environment, including increased uncertainty related to critical financial statement amounts and significant disclosures. Executive summary of recent Accounting Standards Updates. Overview of fair value disclosure requirements and implementation issues. Discussion of issues related to donor-restricted endowment funds. Classification of net assets and reclassifications. Endowments, including accounting, disclosures and UPMIFA. Contributions received and receivable. Expense recognition issues. Reporting expenses by function and nature. Other relevant matters unique to the nonprofit environment.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Scaling at the Speed of Trust: How to Grow Without Losing What Makes You Great WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Culture. Employer branding. Leadership. Growth.
World Class Cost Accounting: A Practical Application—Part 2 WEBCAST
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Your Desk
4.0 Credits
Classification of MFG overhead into the five cost types. Selecting the bases for tracing or assigning overhead to products. Period manufacturing inefficiencies categories and costing.
Accounting Industry Update WEBCAST
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Your Desk
8.0 Credits
FASB Technical Agenda and upcoming changes. ASUs. Implementation dates and methods. Audit quality initiatives. Changes to AICPA auditing standards and PCAOB standards.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.