CPE & Event Catalog
Becoming a Fractional CFO: What to Do and How? WEBINAR
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Your Desk
2.0 Credits
Do you have what it takes to be a successful fractional CFO? Should you be a solo practitioner or join a larger firm? 1099 versus W2. What skills are needed to be successful? Sales, marketing, etc. What are some of the red flags? Typical assignments and issues a fractional CFO will likely encounter. The greatest opportunity for fractional CFOs. Understanding your value.
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes WEBCAST
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Your Desk
4.0 Credits
Leadership. Management.
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.
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.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
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.
Strategic Use of Trump Accounts: Planning Opportunities for Tax Professionals WEBCAST
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Your Desk
2.0 Credits
Overview of Trump Account structure and purpose. Eligibility and contribution limitations. Tax treatment and reporting considerations. Planning strategies for individuals and businesses. Common pitfalls and audit considerations.
Tactical Data Management – Turning Data into Actionable Information WEBCAST
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Your Desk
2.0 Credits
The difference between data and information. Financial versus non-financial performance metrics. Customer, internal process, and employee data. Balanced Scorecard concepts and performance linkage. Data risks, cybersecurity, and governance concerns. Organizing data to answer the right business questions. Using visuals and storytelling to communicate insights. Empirical, fact-based decision-making.
CORE Series: Complex Not-for-Profit Accounting WEBINAR
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Your Desk
1.0 Credits
Key technical areas that present challenges for NFP entities.
Ethical AI Practices for CPAs: Ensuring Responsible Use WEBINAR
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Your Desk
2.0 Credits
Understanding ethical implications of AI. Data privacy and security considerations. Compliance with regulations and professional standards. Developing ethical AI policies and procedures.
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
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.
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.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
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Your Desk
1.0 Credits
Understanding cost behavior and its impact on decision-making. Contribution margin and break-even analysis. Margin of safety and its role in risk management. Operating leverage and financial sensitivity. Analyzing asset turnover for operational efficiency. Cash conversion cycle and working capital insights. Free cash flow yield as a valuation tool.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
Advanced Negotiations: Never Split the Difference WEBCAST
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Your Desk
2.0 Credits
Negotiations.
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.
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.
The Many Faces of Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud indicators. Fraud patterns. Client operations. Transaction analysis. Independent verification. Fraud recognition.
Schedule K-1: What is it and What do I do with it? WEBINAR
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Your Desk
2.0 Credits
Overview of Schedule K-1. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Schedules K-2 and K-3 requirements.