CPE & Event Catalog
TechBytes: Building Your WISP - What Every CPA Must Know IN PERSON
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Redmond
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
Financial Statement Disclosures WEBCAST
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Your Desk
8.0 Credits
General requirements. Balance sheet, income statement and cash flow. Stockholders' equity. Business combination and consolidation.
K2's Business Intelligence with Microsoft Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
How Fraud Can Affect Smaller Organizations WEBINAR
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
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.
Navigating IRS Authorizations: Form 2848 and Form 8821 WEBINAR
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Your Desk
2.0 Credits
Overview of IRS Power of Attorney rules. Form 2848. Form 8821. Identifying errors and compliance risks in POA filings. Rules for revoking or updating POA authorizations. Managing authorizations through the CAF system. Electronic submissions and the IRS online authorization process. Ethical responsibilities when holding a power of attorney.
Estimates, Contingencies and Going Concern WEBCAST
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Your Desk
2.0 Credits
Overview of accounting estimates and uncertainties. Going concern accounting and auditing considerations. SAS 132 requirements. SAS 143 requirements. Loss and gain contingencies. Guarantees. Credit losses. Impact on financial reporting and auditing.
Scared Straight: White Collar Crime and Beyond WEBCAST
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Your Desk
2.0 Credits
Fraud prevention. Accounting.
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Financial Acumen for Today's HR Leader WEBCAST
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Your Desk
2.0 Credits
Financial statement insight. Trend analysis. Financial benchmarks.
Navigating IRS : Responding to IRS Notices and Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters. How to respond to CP2000, CP14, CP75, CP504, and other notices. Steps to take upon receiving a letter: deadlines, records, prep. Penalties and interest associated with non-response. Sample response structure and real-life examples. Documentation and tracking practices for correspondence. Common mistakes and how to avoid them.AI-supported correspondence management and ethical considerations.
An Ethical Approach to Mental Health Issues at Work WEBINAR
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Your Desk
2.0 Credits
Virtue ethics and mental health. Definition, myths and bias of mental health. Suicide: facts and resources. Recognizing signs of potential mental health challenges. Empathy and listening. Mental health and generational expectations. Becoming a mental health ally.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands WEBCAST
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Your Desk
2.0 Credits
Understanding the modern finance and accounting organization chart. GAAP accounting changes. The speed of change and complexity. Recognizing and fixing the top five accounting problems and errors. Balancing strategy with our day-to-day roles.