CPE & Event Catalog
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Shortcuts that Excel Users Love WEBCAST
-
Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
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.
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisor Services WEBCAST
-
Your Desk
2.0 Credits
Limitations of the traditional busy season model Building a year-round advisory practice Transitioning existing clients Attracting higher-value clients Integrating tax, financial, and estate planning Workflow restructuring and operations Pricing and value communication Implementation challenges
Emotional Intelligence for Professionals: Mastering the Human Side of Success WEBCAST
-
Your Desk
1.0 Credits
Emotions. Relationships. Emotional intelligence. Communication.
International Tax Treaties WEBCAST
-
Your Desk
2.0 Credits
Tax treaties. Tax impact of cross-border transactions.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
-
Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
CORE Series: Emerging Cyber Risks and Technology-Driven Threats Impacting CPA Firms WEBINAR
-
Your Desk
1.0 Credits
Cyber threats. Data protection challenges. Emerging fraud schemes. AI-enabled cyber attacks. Technology driven vulnerabilities.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
-
Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
-
Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
Analytical Procedures: Practical Applications and Standards WEBCAST
-
Your Desk
2.0 Credits
Analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.
How Fraud Can Affect Smaller Organizations WEBCAST
-
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.
AI Prompt Engineering Masterclass for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to prompt engineering. Understanding AI's "lazy" defaults. Multi-layered prompting. Candid and contrarian responses. Ripple effect and cobra effect. Avoid stupidity checklist. Role-based perspective prompts. Automation ideas. Emotion-driven prompting. Practical applications in accounting.
Bears Will Be Bears - Fraudsters Too WEBCAST
-
Your Desk
2.0 Credits
Internal controls. Fraud prevention. Fraud detection. Fraud investigation.
Analyzing IFRS Financial Statements WEBINAR
-
Your Desk
4.0 Credits
Financial analysis fundamentals. Loblaw companies case study. Advanced analysis techniques. Operational focus. Applied analysis and managerial ratios. Management commentary.
Partnership Essentials: Tax Basis Capital Accounts WEBCAST
-
Your Desk
2.0 Credits
Importance of tax basis capital accounts. Reporting negative tax basis. Tax accounting for property contributed to a partnership. Effect of the Ceiling Rule. Allocation of depreciation to partners. Alternative and Remedial Methods. Effect on financial capital accounts. Form 1065, Schedule K-1.
How to Develop Your System of Quality Management Using the AICPA Practice Aids WEBCAST
-
Your Desk
3.0 Credits
Overview of Quality Management standards. Scope of SQMS 1. Components of quality management. Changes from prior standards. AICPA practice aids. Required documentation. Risk assessment process. Final documentation development.
Employees Today and Tomorrow: The ROI on Your People? WEBCAST
-
Your Desk
2.0 Credits
Dealing with people issues the right way. Conflict management issues. How to truly empower your employees. Organizational culture and how to be a part of positive change. What are some of the other employee issues that go unsaid? What does work/life balance mean today?
Metrics Management – Dashboards, Performance Tools, and Open-Book Management WEBCAST
-
Your Desk
2.0 Credits
Business Performance Management (BPM) concepts and tools. Designing effective dashboards and scorecards. Using color, visuals, and layout to improve understanding. Common reporting and dashboard failures. Asking the right questions: what happened, why, and what's next. Open-book management principles and requirements. Linking metrics to incentives and behavior. Building trust through transparency and clarity.
AI Risk Fundamentals: Understanding Emerging Tech Threats WEBCAST
-
Your Desk
1.0 Credits
AI landscape risks. Core AI technologies. Security vulnerabilities. Privacy concerns. Assessment frameworks.