CPE & Event Catalog
The Bookkeeper Goes to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. RS Appeals. Collections and litigation at courts of original jurisdiction.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools WEBINAR
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Your Desk
2.0 Credits
Round robin review of lesser known M365 apps. Reduce internal email communications with Teams and SharePoint. Collaborate on spreadsheets and documents with your colleagues in real time. Get control of your appointment schedule with the Bookings app. Tap the full potential of OneNote as your primary repository for notes, correspondence and more. Replace email attachments with secure file sharing links. Document business processes with the Stream app. Leverage the power of AI in M365 with Copilot.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions.
AI Prompt Engineering Masterclass for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to prompt engineering. Understanding AI's "lazy" defaults. Multi-layered prompting. Candid and contrarian responses. Ripple effect and cobra effect. Avoid stupidity checklist. Role-based perspective prompts. Automation ideas. Emotion-driven prompting. Practical applications in accounting.
Relationship Networking: The Art Of Conversation WEBCAST
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Your Desk
1.0 Credits
Networking. Relationship management.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
AHI: Advanced Management and Leadership Essentials Mini Course WEBCAST
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Your Desk
2.0 Credits
Leading others. Coaching and developing staff. Building leadership communication skills.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
S Corporation Essentials: Review and Update WEBCAST
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Your Desk
4.0 Credits
Recent tax legislation, rules, and developments impacting S-corporations. S corporation shareholder basis in stock and debt. S corporation open account debt. Limitation of deduction of losses. AAA and distributions.
A Strategic Approach to Understanding Compensation Structures WEBCAST
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Your Desk
1.5 Credits
Compensation.
Benford’s Law and Other Digital Analysis Techniques WEBCAST
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Your Desk
1.8 Credits
Benford's Law. Digital analysis. Data analytics.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
HR’s Role in Business Evolution: Strategy, Finance, and Growth WEBCAST
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Your Desk
2.0 Credits
Corporate culture. Strategic planning. Leadership. Staff development. Use of Generative AI.
Cash Conversion Cycle: Tool and Techniques WEBCAST
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Your Desk
2.0 Credits
Understanding the timing elements of your day's working capital. The impact of inventory on the Cash Conversion Cycle. How vendors and customers can help your cash conversion cycle. Planning and forecasting for a healthy cash flow. Assorted management tips to control the Cash Conversion Cycle.
More Money: Strategic Ways to Improve Cash Flow WEBINAR
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Your Desk
4.0 Credits
How do I optimize cash flow? What keeps companies from becoming streamlined?
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
An Exhaustive Look At Fraud and Ways To Control It WEBINAR
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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.