CPE & Event Catalog
Asset Misappropriation - Let Me Count the Ways WEBCAST
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Your Desk
2.0 Credits
Identifying opportunity. The three most common behavioral red flags that we should always look for. The many ways to commit check fraud (it's so easy). Why inventory is such a good place to hide theft of assets. How to cover up inventory fraud. Accounts receivable fraud and how it works. How to count inventory that's not there.
Tax Elections: Beware of the Minefield WEBCAST
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Your Desk
2.0 Credits
Tax elections for various entities. Tax elections relevant for accounting matters. Tax elections involving special items.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
FASB Update: What's New? WEBCAST
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Your Desk
1.5 Credits
FASB's current activities. ASUs issued. Workplan agenda.
Fraud Busters: Controls to Prevent and Detect Fraud WEBINAR
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Your Desk
2.0 Credits
Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators. Revisiting the basics of controls - design vs effectiveness, preventative vs. detective. Entity-wide controls and how they can assist in fraud deterrence. Specific fraud types and the controls that could prevent and detect them.
AI and You WEBCAST
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Your Desk
1.0 Credits
Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.
Prix Fixe: Economic Update: Believe What You are Experiencing, Not What You are Hearing WEBINAR
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Your Desk
1.0 Credits
U.S. and regional economies.
Balancing Employee and Employer Rights WEBCAST
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Your Desk
1.4 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of integrated planning (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
SSARS Practice Issues and Standards Update WEBCAST
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Your Desk
4.0 Credits
Review of applicable SSARS standards, including standards updates. Review of AICPA professional ethics requirements. In-depth discussion of non-attest services. Review of independence issues for SSARS services. Overview of SSARS #21. Performance, documentation and other requirements. Detailed analysis of preparation vs. compilation engagements. Detailed analysis of review engagements.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Member Exclusive: Strategies for Effective Meetings WEBINAR
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Your Desk
1.0 Credits
How to create more inclusive and productive meetings. Effective communication styles. The importance of cultural sensitivity. How to ensure equitable participation and encourage constructive dissent.
Protecting Digital Data - More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices
CPA Exam Accelerator Virtual Fireside Chat - May Session Use Your Strengths
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Your Desk
0.0 Credits
Prix Fixe: An Overview of SECURE Act 2.0 WEBINAR
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Your Desk
1.0 Credits
Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.
A Better Way to Choose Your KPIs WEBCAST
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Your Desk
1.0 Credits
KPIs. Performance measures. Metrics.
Individual Federal Tax Update WEBCAST
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Your Desk
8.0 Credits
Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.
Audits of 401k Plans WEBCAST
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Your Desk
4.0 Credits
SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques WEBCAST
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Your Desk
4.0 Credits
Building change into the planning process. Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.