CPE & Event Catalog
Aligning Analytics to COSO's Fraud Risk Management Principles WEBCAST
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Your Desk
1.0 Credits
COSO Fraud Risk Management Guide. Aligning data analytics considerations to an effective fraud risk management program. How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value WEBCAST
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Your Desk
2.0 Credits
How to build a flexible budget model that works. What are the steps we can take to budget for economic and external factors beyond our control. How the right Chart of Accounts can simply your work. Budget and GAAP are not the same and why they are fine not to be. Efficiently modeling payroll and benefits. Identifying controllable and uncontrollable expense. Using key variables to stress-test your budget.
New Mergers & Acquisitions: Tricks, Traps, & Terrors WEBCAST
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Your Desk
4.2 Credits
Mergers and acquisitions.
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority WEBCAST
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Your Desk
2.0 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative. What are the state statutory accounting rules, and where can you find them. What is fiduciary accounting income What is fiduciary account principal. How does fiduciary accounting impact fiduciary taxation.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.
Not-For-Profit Organizations: Financial Update WEBCAST
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Your Desk
3.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofit entities.
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax WEBCAST
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Your Desk
2.0 Credits
Setting up a chart of accounts. Reviewing the estate plan. Distinguishing between "income" and "principal." Understanding the relationship of fiduciary accounting to fiduciary taxation.
Deep Dive into Common Auditing Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. GAAS.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
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Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Proper Financial Accounting for S Corporations WEBCAST
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Your Desk
4.0 Credits
Deferred tax accounting for S Corporations. S elections and terminations dealing with deferred taxes. Financial accounting for capital stock and retained earnings. S corporation shareholders' equity. Tax vs financial accounting for Accumulated Adjustments Account. Financial accounting for loans to and from S shareholders.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
Everything You Need to Know About the Pass-Through Entity Rules: IRC Section 199A The Code and Regulations WEBCAST
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Your Desk
4.0 Credits
Understanding the term QBI. Understanding the terms SSTB. Understanding the term QTB. Calculate the 199A deduction Understanding the phaseouts. Understanding aggregation. Rental property as a trade or business. Identify how your clients can maximize the deduction. Planning ideas. Understand the Section 199A Regulations.
Proper Financial Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Importance of Partnership capital accounts. Book vs tax capital accounts. Partnership capital contributions. Section 704(b) capital rules and OCBOA. GAAP balance sheet impact of capital contributions. Bonus and Goodwill methods. Ceiling Rule and Remedial allocations. GAAP partner capital accounts.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
2025 Annual Update for Not-for-Profit Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Not for profit. Auditing and accounting.
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions WEBCAST
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Your Desk
2.0 Credits
Analyze a traditional fiduciary accounting situation. Determine the use of the reserve for depreciation. Become acquainted with the special accounting rule for business assets. Review the accounting treatment of distributions from entities.