CPE & Event Catalog
TechBytes: Building Your WISP - What Every CPA Must Know WEBINAR
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Your Desk
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
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.
Farm Tax Conference 2026 IN PERSON
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Benton City
8.0 Credits
Practical insights and strategies to help navigate complex tax matters, identify planning opportunities, and better advise clients in the farming and ranching industries.
Pacific Northwest Wine Symposium 2026 IN PERSON
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Benton City
8.0 Credits
Tax, accounting, financial, and operational issues impacting wineries and vineyards.
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
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
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners. The meaning of a tax basis capital account. How to determine a partner's share of the partnership's liabilities. Distinguishing recourse loans from nonrecourse loans. What are qualified nonrecourse financing loans and how they affect partners. Section 704 built-in gain or loss rules and how they impact Schedule K-1 reporting. Section 465 at risk rules and how they impact Schedule K-1 reporting.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
Auditing Standards Update and Best Practices WEBCAST
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Your Desk
4.0 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies. Identify controls that exist, especially when those controls are not clearly identified or formalized. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements.
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs WEBINAR
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Your Desk
2.0 Credits
Getting started with ChatGPT. Tour of the ChatGPT app and how to use it. Variety of hands-on case study examples for accounting, finance, and tax. Protecting your data privacy in ChatGPT. Advanced ChatGPT features review. Subscription plan options.
Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
Conflict Resolution and Effective Communication Training WEBCAST
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Your Desk
1.2 Credits
Communication. Conflict resolution.
Effective Governance for Nonprofit Success WEBCAST
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Your Desk
1.0 Credits
Accounting and auditing. Nonprofit.
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.
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Recognizing Lies: How to Detect and Prevent WEBCAST
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Your Desk
2.0 Credits
Deciphering the signals that indicate dishonesty. How short-term thinking leads to lies and leads to uncovering lies. Differentiating concerns and guilt.
Overcome Your Obstacles to Abundance 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 three 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.