CPE & Event Catalog
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
Decoding Medical Plan Structures: Fully Insured vs.Self-Funded WEBCAST
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Your Desk
2.0 Credits
Benefits. Medical plan types.
Metrics Which Every CFO, Controller and CPA Advisor Should Know WEBCAST
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Your Desk
2.0 Credits
Overview of financial metrics. Ratios versus key performance indicators. Purpose and use of metrics. Balance sheet metrics. Cash flow and liquidity metrics. Profitability metrics. Operational metrics. Use of metrics in analysis.
Fringe Benefits and Compensation Planning - Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Fringe benefit planning fundamentals. Strategies tailored for business owners and employees. Navigating IRC Section 132 fringe benefit option. Cafeteria plans demystified. Tax management in compensation planning. Understanding the implications of dependent care and educational assistance plans. Implementing flexible spending account plans effectively. Design features and regulations of group term life insurance plans. Medical savings accounts regulations. Financing options for retiree medical benefits. Health care benefits. ERISA reporting and disclosure requirements. IRC common control rules. Overview of age and sex discrimination rules.
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Stop loss. TPA. PBM. Point solutions.
K2's Eight Awesome PivotTable Features WEBCAST
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Your Desk
2.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
IT Controls and SOC Reporting in Financial Audits WEBCAST
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Your Desk
3.0 Credits
SOC reporting. Information technology general controls. Audit reliance.
New Professional Cohort: Cohort Kickoff: Know Your Strengths
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Bellevue
0.0 Credits
Accounting for Crypto Assets WEBCAST
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Your Desk
1.0 Credits
Scope and criteria for crypto assets under ASC 350-60. Initial recognition and subsequent fair value measurement under ASC 820. Presentation on the balance sheet and income statement; required annual and interim disclosures.
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers WEBCAST
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Your Desk
2.0 Credits
Medical claims.
Leading Risk Management Practices in a Dynamic Risk Environment - Part 1 WEBCAST
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Your Desk
2.0 Credits
Risk management. Governance. Risk assessment
Mastering Form 7217: A Guide to Partnership Property Distribution WEBCAST
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Your Desk
1.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 new in 2024. The Section 754 election and its role in partnership property distributions.
Bears Will Be Bears - Fraudsters Too WEBCAST
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Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Better Business Writing: Improve Your Speed and Quality WEBCAST
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Your Desk
2.0 Credits
Writing. Communications.
Embracing Neurodiversity in the Workplace WEBCAST
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Your Desk
1.0 Credits
Neurodiversity.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
The Radar Phenomenon WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.