CPE & Event Catalog
Introduction to Governmental Accounting WEBCAST
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Your Desk
2.0 Credits
Governmental financial reporting. Auditing. Yellow book.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI): overview of its mission, role, and significance in maintaining tax compliance. Historical evolution: from its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative techniques and tools: detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: discussion on the impact of CI work on tax compliance, public confidence, and the broader financial system. Training of CI agents: insight into the rigorous training programs at FLETC and ongoing professional development. Process of investigations: step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Five Amazing Business Books in 100 Minutes WEBCAST
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Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek, "Zero to One" by Peter Thiel, "American Icon" by Bryce Hoffman,"Slide:ology" by Nancy Duarte, and "Brain Rules" by John Molina.
Staff Retention Keep the Best People WEBCAST
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Your Desk
3.0 Credits
Remote workforce. Employee retention. Staff turnover.
PFP Update: Investment Planning in This New Era WEBCAST
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Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships. Assessing market conditions in a very unique and different environment. How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues. How investment vehicles work together to manage risk/return relationships. How to build, monitor, evaluate and re-design an investment portfolio.
Money Laundering 101 for CPAs WEBINAR
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Your Desk
4.0 Credits
The theory of money laundering. Common money laundering statutes. Examples from court cases of money laundering statutes. Common occurrences with CPAs. Possible money laundering transactions. Applying the money laundering statutes in real life scenarios.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
Effective Coaching Strategies for High Performance WEBCAST
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Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
AU-C 230. Auditing.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
Common Yellow Book & Single Audit Deficiencies WEBCAST
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Your Desk
4.0 Credits
Auditing. Yellow book. COVID-related funds.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
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Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.
All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Auditing. Fraud.
Tax Practice Standards WEBCAST
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Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services (SSTS). Internal Revenue Code (IRC). Common law.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
Getting SASsy - A Look at Recent Auditing Standards WEBCAST
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Your Desk
1.0 Credits
Risk assessment (SAS 145). Quality management standards (SAS 146). Predecessor auditor inquiries (SAS 147). Group financial statement audits (SAS 149).
2025 Annual Update for Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Accounting standards updates. Auditing and accounting.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.
Five Ways to Improve Your Leadership Skills WEBCAST
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Your Desk
1.0 Credits
Leadership. Self-awareness. Communication. Delegation. Empowerment.