CPE & Event Catalog
International Tax Treaties WEBCAST
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Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
Execute Your Strategy: Turn Planning into Results or Destroy it and Start Over Again WEBCAST
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Your Desk
2.0 Credits
The strategy-execution gap . Why should financial planning lead strategy? Evaluating the lifespan and relevance of your strategic plan. Building your strategy to include risk management. Building an adaptive, finance-focused strategic approach. What we should learn from the rise and fall of major companies. How to align financial metrics with strategy.
Fraud’s Greatest Hits! WEBCAST
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Your Desk
3.0 Credits
Types of fraud. COSO fraud risk management guide. Techniques for detecting fraud. Discussion of accounting fraud cases.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges. Qualified third party intermediaries.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools. Tour of the Tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
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.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
Sustaining Wellness: Essential Skills for Preventing Burnout in High-Stress Professions WEBCAST
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Your Desk
1.2 Credits
Understanding burnout and its warning signs. Stress reduction techniques. Building resilience. Boundary-setting. Energy management. Physical wellness strategies. Personalized action plan development.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
Schedule C of Form 1040 WEBCAST
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Your Desk
2.0 Credits
When Schedule C applies. Cash v. accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Before You Let Them Go: A Whole Brain Approach to Helping Team Members with ADHD Thrive in Your Organization WEBCAST
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Your Desk
1.0 Credits
Creative thinking. Productivity. Neurodiversity. Inclusion. Employee retention.
Communicating in a Virtual and Live Environment – Numbers Matter But So Do Words WEBCAST
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Your Desk
2.0 Credits
Tackling the emotions of presenting. Use of visuals in presentations. Telling stories. Defining presentations in a virtual and live world dynamic. Discuss the overarching themes of effective presentations. Building out a presentation with a roadmap order. Discuss the types of presentations, including the good and the bad. Tips on the right considerations in being effective in virtual presentations.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
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Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
Estimates, Contingencies and Going Concern WEBCAST
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Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients WEBCAST
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Your Desk
2.0 Credits
Who is your customer? What is solution-based planning for customer value? Recognizing internal customers. Exploring profitability differences between customers with similar revenue. Creating and sustaining a customer value pyramid.
Functional Approach to Employee Benefits WEBCAST
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Your Desk
1.5 Credits
Benefits. Benefits communications. Total rewards.