CPE Catalog & Events
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
Steps to Stop External Fraud WEBINAR
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties. External fraud unknown perpetrators.
K2's 2023 Testing and Auditing Excel Workbooks WEBCAST
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Your Desk
4.0 Credits
Examples of common errors found in Excel workbooks. How to reduce Excel errors. Add-in solutions that can reduce spreadsheet error risk.
Forensic Data Analytics Supercourse for Fraud Prevention and Detection WEBCAST
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Your Desk
8.0 Credits
Forensic data analytics. Fraud prevention and detection. Data validation and methodologies. COSO's Fraud Risk Management Guide principles. Innovations in anti-fraud technology.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
K2'S 2022 Windows 11 - What End Users Need To Know WEBCAST
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Your Desk
2.0 Credits
Productivity improvements in Windows 11. How to work with virtual desktops. Customizing the user environment. Improved security tools available in Windows 11.
The Power of "Why" 2023 WEBCAST
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Your Desk
3.0 Credits
The importance of "Why. " Linking cause and effect. Keeping Freddy P. Softy away from your door. The 5-15 Report. The doorway to creativity. Why leadership and personal growth. Three cases.
Financial Statement Analysis for Managers 2023 WEBCAST
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Your Desk
4.0 Credits
Value of DuPont analysis. Pros/cons of ratio analysis. Cash flow analysis. Operating leverage vs. financial leverage. Effective financial performance measures. Open balance sheet.
You Don't Know What You Don't Know About Excel 2023 WEBCAST
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Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the excel function library.
Start a Forensic Accounting Practice with Confidence WEBINAR
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Your Desk
4.0 Credits
What equipment is needed to start a forensic accounting practice. The common services needed by clients. Using your current skillset, identify the type of services you can provide. How to market your services to a particular segment of possible clients. Best practices in starting a forensic accounting practice.
Audit & Attestation Update: What's Going on at the AICPA 2023 WEBCAST
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Your Desk
4.0 Credits
Audit evidence. Risk assessment. Auditing estimates. Examination engagement. Quality management.
Become Rich Without Selling Your Soul WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
Outlook - Manage Your Inbox With Maximum Efficiency WEBINAR
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Your Desk
4.0 Credits
Orientation to the Outlook interface and navigation. Customizing your inbox display to meet your preferences. Using folders to organize your messages. Using QuickSteps and Rules to automate the processing of inbound emails. Tools for deleting and archiving your emails. Managing your junk mail settings. Understanding all email option settings.
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT WEBCAST
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Your Desk
2.0 Credits
AI and ChatGPT. Machine learning and predictive transaction tagging. Profiles of an improper or corrupt vendor payment. Data Sharing Consortium and Split Learning Techniques. Cryptocurrency trends and applications from an accountant's perspective.
10 Ways to Create Delighted Clients and More Referrals WEBCAST
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Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super-successful communicators use. How to persuade people without them knowing they are being persuaded. The three most important keys all successful communicators use. Why great service is better for your business in the long run. How to know what's most important to your client or boss-so you can focus on that.
Prix Fixe: Sustainable Real Estate Construction and Operating Practices and Hurdles WEBINAR
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Your Desk
1.0 Credits
Discover how to reduce your carbon footprint, improve your bottom line, and navigate the regulatory landscape while enhancing stakeholder value.
Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity WEBCAST
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Your Desk
1.0 Credits
Emotional intelligence. Management skills. Teamwork. Customer relations.
The Art of Conversation: A Relationship Approach to Networking WEBCAST
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Your Desk
2.0 Credits
Networking. Relationship management.
K2's 2023 Accessing And Managing Data In Excel WEBCAST
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Your Desk
4.0 Credits
Using Power Query to link data into Excel. Manipulating Excel data with data transformations. Creating data models using Power Query. Examples of common and useful transformations.
Introduction to Sustainability Accounting WEBCAST
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Your Desk
1.0 Credits
History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org