CPE & Event Catalog
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Audit Skills for Beginners WEBCAST
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Your Desk
4.0 Credits
Professional skepticism - Creating a mindset for finding fraud and error. Audit documentation basics - Creating workpapers that pass review. The audit risk model - Understanding the foundational principles. Internal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting.
Design Flexible Work Options To Attract & Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI research and development in accounting. Theory to practice. Managing exponential change. Proactive ai engagement. The dual role in AI development. Internal AI tools creation.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Accommodation Requests - Substance Abuse - Contagious Infections WEBCAST
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Your Desk
1.0 Credits
Accommodation requests - religious practices. Accommodation requests - disabilities. Substance Abuse - constructive confrontation. Substance Abuse - duty to accommodate as a disability. Disclosures of potentially contagious infections.
AI 101 for CPAs: Core Concepts and Practical Applications WEBINAR
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Your Desk
2.0 Credits
ABCs of how generative AI tools such as ChatGPT, Microsoft Copilot, and Google Gemini work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax, and finance services.
Develop Your Emotional Intelligence to Be More Successful in Life and Leadership WEBCAST
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Your Desk
2.0 Credits
Emotional intelligence in leadership. Building stronger workplace relationships. Creating and leading high-performing teams. Navigating change with emotional intelligence.
Entertainment, Meals & Travel Expenses: Review and Update WEBINAR
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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.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals. Income and deductions for S corporations. Shareholder basis calculation. Reporting requirements for Form 1120S. Advanced tax planning strategies.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
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Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Revenue Recognition - Allocate the Transaction Price WEBCAST
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Your Desk
1.8 Credits
Revenue recognition on contracts with customers.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27.
Washington State Tax Conference 2026 WEBCAST
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Your Desk
8.0 Credits
Washington legislative updates. Sales tax on services. SALT considerations related to M&A. Multi-state tax updates. Economic trends.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
S Corporations - Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
AI Prompt Engineering Masterclass for Accountants WEBINAR
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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. Prompt for reducing mistakes in AI-assisted accounting tasks. Role-based perspective prompts. Automation ideas. Emotion-driven prompting. Practical applications in accounting.