CPE & Event Catalog
Protecting Digital Data – More Important Now Than Ever Before WEBCAST
-
Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Pacific Tax Institute 2026 IN PERSON
-
Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
Professional Edge Summit 2026 IN PERSON
-
Bellevue
8.0 Credits
Explaining your perspective. Working with colleagues who approach problems differently. Moving forward when there isn’t a clear answer. Connecting what you learn to how you actually work.
Client Advisory Services Summit 2026 IN PERSON
-
Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
-
Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Risk Management Conference 2026 IN PERSON
-
Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
Audit and Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements WEBCAST
-
Your Desk
8.0 Credits
Applying professional skepticism to ensure quality work. Meaningful risk assessment when designing work programs for various levels of services. Proper planning and supervision of all engagements. Accountant responsibilities for evaluating internal control. Strengthening analytic procedures to support conclusions. Complying with the Code of Professional Conduct and quality management standards.
Securing Your Data with a Password Management App WEBINAR
-
Your Desk
2.0 Credits
Introduction to the world of password management apps and what makes them so secure. Review and demonstration of top selling password management apps. Software features that will be reviewed. Password generation. Emergency user access. Entity vs. individual password management. Desktop vs. cloud based. Multi device synchronization. PII (personally identifiable information) forms filler. Credit card storage. Digital data vault.
Common Peer Review Deficiencies and How to Avoid Them WEBCAST
-
Your Desk
2.0 Credits
Deficiencies. Peer reviews. Auditing.
Audit Risk Assessment in Plain English WEBCAST
-
Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
Finding Errors in Excel Spreadsheets WEBINAR
-
Your Desk
2.0 Credits
Understanding common excel errors. Advanced formulas and functions. Data validation techniques. Error tracing and auditing tools.
Corporate Finance Technology Selection: Practical Frameworks WEBINAR
-
Your Desk
1.0 Credits
The changing finance technology landscape. AI definitions. Five common challenges in finance tech projects and how to address them. Vendor evaluation scorecard. Five-year total cost framework. Four-phase implementation roadmap with checkpoints and red flags.
A Guide to Sampling - Part 1 WEBCAST
-
Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Entertainment, Meals and Travel Expenses: Review and Update WEBINAR
-
Your Desk
2.0 Credits
Definition of what qualifies as an entertainment expense. Strategies to deduct business entertainment expenses. Deductibility of meals. Situations not subject to the 50% meals and entertainment reduction. How to handle automobile issues related to employer-provided parking. Proper accounting for deductible vs. non-deductible expenditures. The four steps to analyze business expenses. The latest federal legislation, cases and rulings.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
-
Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Business Longevity: Stabilize, Strengthen, and Succeed WEBCAST
-
Your Desk
4.0 Credits
Business management. Strategic planning. The role of AI in business.
A Guide to Sampling - Part 2 WEBCAST
-
Your Desk
2.0 Credits
Auditing. Financial statement audits.
Profiles in Fraud WEBINAR
-
Your Desk
2.0 Credits
Real life fraudsters. The characteristics fraud perpetrators have in common. Techniques to prevent and deter these common schemes.
Navigating IRS Collections: The Collection Process WEBINAR
-
Your Desk
2.0 Credits
Overview of the IRS collection process. Taxpayer rights and the Taxpayer Bill of Rights. Collection due process and appeals. Installment agreements and offers in compromise. Wage garnishments, levies, and liens. Penalties and interest.
Get started with Power BI WEBINAR
-
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.